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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (48268)6/6/2012 11:30:43 PM
From: Jurgis Bekepuris  Read Replies (1) of 78434
 
Hmm, I thought that you also advocated selling to buy later at a better value... Wasn't that your reasoning with MGDDY, DELL and couple other stocks? Or is the distinction that you are making a company-based call vs. macro call?

I usually sell to buy something else later at a better value. I.e. trying to move from lesser-conviction position to bigger conviction position with a cost advantage. Not that this works better. :) It might be that my lesser-conviction position performs better, it might be that macro turns, and so on. :)
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