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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (35240)8/26/2009 6:02:13 PM
From: anializer  Read Replies (2) of 78753
 
My clients a bit jumpy as well. Everything I hear and every one I talk to seems to think correction is coming. The market so far refuses to do what many expect, moving generally sideways and in small cap land selectively advancing. Probably a good enough reason to stay long on stocks that are good values. At the moment I continue to hang on to a few select REIT's, like DFT which I reduced twice, OLP, CLP, and DDR. I continue to like the way the financing companies act, stocks like PNNT, PHH, RODM. I followed you into NRF last time you purchased it, and have averaged out my position in INDM with further small purchases. Lastly I took on some RJET during yesterdays's dip. Regards
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