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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (40943)1/5/2011 10:15:47 PM
From: Grantcw  Read Replies (1) of 78594
 
Hello Jurgis,

I'm going to join you in general in regards to looking at the p/e first of energy plays when looking at value stocks. I look at the p/e first of all stocks I'm considering, so I start there with energy also. Not my only consideration, but my first.

That being said, I do have a few growth/speculative plays in my portfolio. In the energy sector, those are ATPG and IOC and then I've got a few biotech ones also that I'm writing calls against.

I think when I started investing, I was at about 99% growth/speculative stocks, so I feel I'm doing pretty good these days at around 80% value and 20% growth. :)

Overall, I understand why value investors wouldn't necessarily buy ATPG. But, I like the risk/reward.

Thanks,

Grant
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