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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (30611)4/9/2008 11:48:55 PM
From: Spekulatius  Read Replies (2) of 78753
 
I am also buying, having sold quite a bit of stock on the recent runup ( DBDSY, WF, GE, TEL, ARCC).

A few days ago i bought back some EXPGY and RYCEY. Today, I bought back some small starter position in ARCC, PETS, AEO all of which have been discussed here but i am still holding 30% cash at this point.I am now worried about industrials, which held up well so far. Experience shows that a recession should affect them more.

The market looks like we are going to get an April shower. Hopefully it won't be a downpour like in March.
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