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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (37977)	5/22/2010 12:31:35 AM
From: Spekulatius	Read Replies (3) of 78464

Madharry - just be careful with stock "rentals". ATPG is a great high octane (beta) trading vehicle but this stuff can get crushed in an extended selloff due to their immense debt load. I actually traded GFRE a bit today and made some dime (sold out the position bought earlier for a small profit). GFRE looks cheap and has a good balance sheet now (net cash) but I am not convinced that they are doing well operationally - the high bromide prices bailed them out last quarter but production seemed rather anemic (although that seemed weather related). I am suspicious of Chinese market overall, as I think there is a substantial risk of a RE crash there. My strategy has been to upgrade the quality of my portfolio with stalwarts mostly with good dividend yields. I also own a bunch of small bank stocks as well as insurers. I think all those groups will do well even in a slow economy. I also think that those groups are cheap. I always keep at least 10% of my portfolios in cash to snap up bargains.

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