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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (23560)3/18/2006 1:40:19 AM
From: Paul Senior  Read Replies (1) of 78748
 
I might re-enter SWWC for a trade (not a value buy) if it drops 10-15%.

A re-entering point 10-15% below a price I sold (assuming I'm selling at my opinion of full/fair value) can't be a value investment for me. There's just no margin of safety and it's too ambiguous to fix value points: can't say a stock is undervalued (therefore a buy, and with an implied margin of saftey) at .85x , but fully or fairly valued (and a sale)at x. That's just too narrow a spread and too tough to call.
But, otoh, sometimes I will take a flyer and buy back in anyway. My record is not that good in doing this.
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I prefer to park monies in a money market fund. But as you will surmise from my posts I always - rightly or wrongly - seem to be finding something to buy, so the monies don't stay parked long.

Sometimes I rebalance within a sector. I've mentioned some restaurant stocks that I've sold where I reinvested sales of the appreciated stocks into other restaurant stocks that looked cheaper to me. In oil/gas sector - unlike restaurant stocks - I've sometimes moved monies from underperformers in to stocks that seem to be the better performers (stockwise).

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I'd be interested to read what other folks are doing with the monies they are capturing with their recent stock sales.
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