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Strategies & Market Trends : Value Investing

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To: Graham Osborn who wrote (57100)	4/4/2016 3:50:19 PM
From: Micah Lance	Read Replies (1) of 78658

Thank you for the insight and the stock screen recommendation. I will have to check it out this weekend. I got burned in getting into energy too early myself, which is why I'm slowly incorporating a bit of macro into my investing. I wouldn't invest based on this as I believe value investing is the best (and only) way to make wise investment decisions. I'm trying to use macro more as a tool to identify what trends might develop, so I can find value a bit easier where possible. Is there any recommended reading you might have on the sector rotations you discussed in your second paragraph? It was extremely insightful, and I would like to learn more. Thanks, Micah

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