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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (31469)7/11/2008 8:53:23 PM
From: Wallace Rivers  Read Replies (1) of 78748
 
I wish I could claim the "success" several on the thread have had this year. This is probably my worst year ever, I've almost always outperformed the S&P 500 for almost 20 years. I'm getting slaughtered this year, down 10%+. Main culprits are a jumbo (jumbo by virtue of it being a stellar LT holding) IGT position, plus exposure to dead weight financials.
So what am I looking at now - which means these should probably be avoided;>) -
DOW, RJF, VZ, FRA, RCL, LUV
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