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Strategies & Market Trends : Value Investing

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To: geoffrey Wren who wrote (43885)	8/11/2011 9:06:36 PM
From: Paul Senior	2 Recommendations Read Replies (3) of 78478

Geoffrey Wren, what's the reasoning that you'd sell the stocks that are holding up well, assuming you even had some of those in a crash. Right then, if such stocks are doing relatively well or absolutely well, the market's telling you or agreeing with you that it believes you are right to hold such stocks. Why wouldn't you instead sell losers that look like they might not recover? Or look like they might recover much more slowly than other more attractively-priced stocks you could exchange them for? Would you call it value investing if, to use your approach, "it works a lot better if you are able to be on the computer during the market day to make some moves quickly."? That's depending on market-timing, prescient buys (or sells) , wouldn't you say? Not saying your approach doesn't work or isn't effective. Seems like some of the suggestions though (sell 1/2 your position if you see a market correction coming) are more market timing than value investing. Which may be appropriate to the situation, or maybe even the best strategy, I don't know.

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