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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (41096)1/18/2011 7:27:10 PM
From: Madharry  Read Replies (1) of 78669
 
I really appreciate you sharing your expertise in this area. The more I invest/speculate the more i realize its pretty much a bet on other people who seem to know what they are doing, whether it be large companies like GOOG and IBM or small ones like GFRE or TTT.

as usual i am pretty fully invested. down to accumulating 1% positions or less now., until i part with something that i own.
a lot of my taxable portfolio i am sitting with healthy gains now. it just doesnt makes sense to me to sell unless i think its 20% overvalued or i can offset losses against it. right now the only loser in the portfolio is cown. so right now i feel like im fighting with one hand behind my back. if i sell profitable short term positions in the taxable account the tax bite is even worse.
up to 35%. fortunately the ssn is in a retirement account.

IBM reported decent numbers supporting my long term position in it. I hope it can produce annual per share gains in the 15% range for several years going forward and the same for goog and v. One of the fast money guys noted that IBM is more of a software than hardware company yet its got a multiple like its a hardware company.

I am trying to decide whether its worth putting money into nly.
those guys seem to know what they are doing but they have also been leveraging up during a period of declining rates. its hard to figure out whether they will do ok in a rising rate situation. any thoughts?
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