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Strategies & Market Trends : Value Investing

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To: doug5y who wrote (28369)	10/3/2007 9:55:50 AM
From: Jurgis Bekepuris	Read Replies (1) of 78753

Actually, not really. I sold a bunch of stuff in the last two weeks and I don't really know where to put my money. Yes, there are some marginal values such as AEO, LM. Will be looking at CSG. But really, most of the stocks that were approaching buy prices have moved up again and there are not many to be bought. There are 3 sectors that are cheap: - Homebuilders. They are cheap, but may get much cheaper or even go bankrupt. Risky. I got initial position, but won't buy much more at current prices. - Energy. Still cheapo if the oil/gas stays where it is or rises (per peak oil). It's not cheap if the anti-peak-oilers are right and we are going into cyclical drop of oil/gas. I have a large position in this sector. - Retailers. Somewhat cheap. Not screaming buys. I got some positions. Financials and insurers may be also cheap, but I don't follow them.

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