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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (50647)1/23/2013 11:04:23 AM
From: Jurgis Bekepuris1 Recommendation  Read Replies (1) of 78525
 
Although I agree that most stocks are getting fairly valued and there are not many buys, unfortunately this time I have accumulated stocks in businesses that I'd like to hold long(er) term. So I don't find much to sell, even though perhaps I should. I also still have couple ideas that I am buying, so my cash level is below of what it could be...

IMHO TOT is still a (perennial?) buy, though I am not adding.
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