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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (45724)11/30/2011 2:54:34 PM
From: J Mako  Read Replies (2) of 78576
 
I've trimmed my full position to a 1/2 position.

But it's more a risk mgmt measure. i.e. If I didn't have any GLW today, I would've bought a 1/2 position at the current price.

I still think GLW is substantially undervalued. But it looks like there is a real risk the market structure can change permanently. I've overestimated the barrier of entry.

Thanks to Sergio for the leads.
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