SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 50% Gains Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jurgis Bekepuris who wrote (66462)10/7/2008 6:18:21 PM
From: Paul SeniorRead Replies (1) of 118717
 
Spotting value investors buying: My experience in the past downturns is that I never was aware of value investors buying when they did.

Months/years later there'd be occasional interviews that I'd see where value investors/value fund managers would say something like, "Oh xyz stock? Yeah we've got a huge gain in it and abc because we were buying them with both fists when the market tanked in that terrible period for stocks in 19xx". I remember some of these interviews, because if what they were saying was true, they were buying some of these stocks the same time I was getting scared out of them.

Otoh, in reference to your comment about cash, I have wondered how these value fund managers did this great buying when I know they must have had to keep or make a big cash component for the redemptions that had to be occurring.

Now, with at least three business news networks and several business magazines it's much easier to see people who are categorized as "value" investors or "value fund" managers report some of their buying - sometimes maybe not the specific stocks, but at least that they are seeing values and they are committing funds. I try to keep alert for these people on Bloomberg and CNBC and in Barron's. And I do see some reports of buying by people I like to follow.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext