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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (45186)10/27/2011 8:17:28 PM
From: J Mako  Read Replies (3) of 78777
 
Jurgis,

> The problem is that stocks are mostly still undervalued.

If you are referring to specific stocks, I agree. But if you are referring to the whole market, I'm not so sure. Shiller PE10 is still relatively high, above 20.



But I did similar things like you: sold my low conviction positions.

The macro is more shaky than what the general market thinks. (See my post on the Economist article.) If the market gets more buoyant, I'll raise more cash anticipating more nasty gyrations.
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