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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (54377)10/3/2014 8:39:27 PM
From: Spekulatius1 Recommendation   of 78740
 
I bought a few shares of AMCX back around 58$. I will buy more when the stock fall to 55$ without major bad news.

I have been mostly on the selling side. I sold some microcap bank stocks over the last few weeks (at good gains) and sold my remaining position in KO today at 42+$. I intend to raise more cash going forward.

After the selloff, some stocks have become interesting, VALE in the mining sector looks cheap. In the Oil&Gas sector, CVE, BP and APA look reasonable. I am avoiding the deep drillers like ATW and ESV for fear of a major cycle turn.

Overall, I am more enthusiastic about selling stocks than buying them right now.
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