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Strategies & Market Trends : Value Investing

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To: armi who wrote (43250)	7/10/2011 2:34:00 PM
From: Jurgis Bekepuris	Read Replies (2) of 78644

What's the consensus on the general market then? It seems a bit high. It's not very cheap. But it's not horribly overpriced either. Its hard to find anything in the Graham mold. It's been hard to find anything in the Graham mold for last 15 years or so. Not counting March 2009, but even then you were better off buying non-Graham stocks. Mostly. VOXX is perpetual value trap. It may work out, but I'm just warning you. :) (Like Paul Senior said couple times, I'm not particularly impressed with Klarman's picks). I don't have an opinion about SKX.

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