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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (51565)	5/21/2013 12:24:47 AM
From: Jurgis Bekepuris	1 Recommendation of 78920

I mostly agree with you. There are very few values left and the remaining ones are disappearing by day. Even the questionable values like WU or GLW are running up. I'm leery of selling since everything I sold so far is higher. So I mostly hold. In larger caps, I only see CF/YARIY, JPM/(BAC/C?), AAPL, STX/WDC, STO/TOT, RGA/RE/GTS/AXS as perhaps buys (+ Chinese game cos haha). All of them have issues (well, perhaps except TOT - which is perennially undervalued :)) and most of them are only so-so values. If Buffett was younger and BRK was smaller, I'd probably just sell a bunch of things and put 20-40% of portfolio into BRK with expectation that they will survive any downdraft. Perhaps I should do this with MKL/FRFHF, but I already have tons of insurance exposure. I somehow doubt that there will be a big market drop soon. I think there are a lot of people on sidelines who are unhappy to miss the rally and who wait to get in on a drop. But I am not a macro or trend or TA expert. It's possible that I am very wrong and we get a drop soon.

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