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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (48217)6/2/2012 2:53:22 PM
From: Spekulatius  Read Replies (2) of 78742
 
E_K_S - you have been very right so far in terms of keeping away from the market and lowering your target prices. I thought CLF looks cheap around 60$ and now we are close to 45$. one would have done great shorting everything that was mentioned in this thread and in particular the stocks I have been posting about.

I think I'll put some remaining funds towards industrials rather than material stocks for diversification. Some European industrials trade at trough valuations close to the 2008/2009 low, despite much better fundamentals.
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