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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (51554)	5/17/2013 12:53:11 PM
From: Dennis 3	2 Recommendations Read Replies (2) of 78666

<My equity allocation in my 401k is down to 50%> It sounds like you think the market is overvalued? About a month ago I was thinking a pull back(spring swoon?) would happen so I went 40% into cash. Because I had a outstanding past six months. When I say cash I mean 40% into AAPL. it was selling for about 375B, it had ~140B Cash No debt EBIT ~50B, 40B fcf. it was yeilding > than 5x treasuries. Back to market overvalued. I don't think the market is overvalued. S&P is selling @ 17x earning and 14x next year earnings according to JP morgan. This is not 1999 overvalulation. But I do think we are in the middle of a bull market. And the FED is not causing this.

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