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Strategies & Market Trends : Value Investing

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To: blastedwand who wrote (37101)	3/28/2010 12:18:59 AM
From: Spekulatius	Read Replies (3) of 78751

re BAC or C - can you clarify further - should they trade much higher or much lower <g> >>There is no way these stocks should be trading where they are currently. I think it is a total over reaction.<< On a similar note Barron's had an article about Fairholm Funds: online.barrons.com Very weak interview.if I were owner of their mutual funds, i'd probably run for the hills. He likes C and AIG <yech!). About C: "What's the stock intrinsic value?" "I don't know." In another note he talks about a margin of safety with the same stock. Strange statements for a value investor. He ought to have some idea what these pieces of paper are worth. or is he just riding the recovery wave and betting on some popular horses here?

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