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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (58973)2/6/2017 3:07:17 PM
From: Spekulatius  Read Replies (2) of 78741
 
I continue to reduce positions - sold partials in BAC, FMC, WCC and AXE after significant runups, as they reach LT gains status. I think the current administration will introduce lot's of volatility in stocks eventually and the current goldilocks consensus is not consistent with my own. We are at rich valuations in a very mature bull market. I fail to see many values, but lot's of stocks that have reached or exceeded my valuation estimate, so I am a net seller.
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