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Strategies & Market Trends : Value Investing

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From: E_K_S	7/1/2009 6:01:00 PM
	Read Replies (3) of 78744

Re: Utilities Many of the utility stocks that I have be accumulating over the last 90 days have increased over 15% or more and I was wondering what a good "value" exit strategy might be. My thought is that as the dividend yield approached 3% it might be better to take the short term capital gains and work this money into similar (or higher) paying dividend (small & mid cap) companies that have a better long term growth profile. Another thought was to wait for the PE to return to the historical mean value but perhaps by that time other undervalued sectors might have moved much higher too. What exit (or rebalance) strategy are others doing in this market if any? I am tempted to buy more higher yielding preferred shares in other sectors to satisfy my need for safety and yield. Then I would use the balance of the proceeds to focus on special undervalued situations and higher growth opportunities. I would probably under weight my direct utility exposure (still a lot of uncertainty in the trade & cap proposals) to where I was pre 2007. EKS

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