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Strategies & Market Trends : Buffettology
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To: Jurgis Bekepuris who wrote (4454)10/12/2014 11:00:46 PM
From: Spekulatius  Read Replies (1) of 4691
 
Some E&P's like APA or possibly DVN are good values, assuming crude prices don't collapse. They are better values than in 2009, IMO.

The chemical companies like EMN or BASFY have come down to reasonable valuation levels, due to recession fears, I presume. Some industrials like UTX or RYCEY are reasonably valued.

That said, I have done some major pruning during the last few weeks and sold many more speculative <pun> positions. I also went into mostly cash (excluding bond funs) in my 401k, due to impending job change. I think I have more selling to do, but some stocks are indeed getting interesting again, when everything get's hit, including those stocks, that have not been overvalued to begin with.
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