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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (56531)1/3/2016 11:17:28 AM
From: Spekulatius1 Recommendation

Recommended By
bruwin

  Read Replies (2) of 78767
 
We had a discussion on this matter a while back when crude prices were falling. To me, many majors and E&P stocks looked cheap when crude was in the $90-100/brl range, but awfully expensive, when crude went below $60/brl, even though the E&P stocks had declined. In my opinion, they did not have declined enough to reflect the new reality and everything but a quick SnapBack could result in losses.

I was not totally consistent with this either, but is realization did help me not to get sucked into the Energy morass too deeply.

That's a problem that most value investors have, including myself. We tend to buy into declining stock price trends, but in some cases, the declines are just the beginning where people realize that the fundamentals have shifted.
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