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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (55710)7/21/2015 11:46:15 AM
From: Cautious_Optimist  Read Replies (1) of 78717
 
To keep it 100, my confidence is getting rattled.

I am getting cooked on my core buy-and-hold value positions.

VIAB
F
SAFM

A couple other unmentionable embarrassments.

Its dark at the bottom that gets bottom-er.

One hopes sunlight is ahead with my strategy- but if I'm as smart as I thought why didn't I know to own:

GOOG
AMZN
NFLX
AAPL

Perhaps my conservative definition of value was my "temporary" downfall. Perhaps I did not prioritize top line growth due to my paranoia about serially high valuations. The thought that if I bought, the hedge funds would immediately sell off and go short. LOL!!!

This is no fun right now. I am losing net worth daily. Usually a sign we are close to a swing on the value of value stocks.

At least I don't own gold.

Writing/purging this, I just saved another $120 on therapy and drugs. Thanks for reading.
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