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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (24744)	8/29/2006 10:10:20 AM
From: E_K_S	Read Replies (2) of 78753

Thank's Paul - I generally have not focused on sector themes but on individual stock themes when I look at unique value propositions. However, with your "sector" approach, you may obtain a better chance of hitting a home run especially if you buy into a sector that is at a multi-year low. One good example of a sector that you had good success with is the home builders. By buying into several companies in a beaten down sector, you are able to diversify out any specific stock risk. Then as the sector comes into favor again, all stocks in the sector rise. I have also noticed that many times the weak companies in the sector usually get bought out or consolidate with the stronger and larger companies. EKS

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