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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (60603)	3/27/2018 5:18:06 PM
From: Paul Senior	Read Replies (1) of 78753

FB. Half a "no brainer". I believe you have all the information you need to make the buy decision now. Only brain activity is to determine position size, and whether to lag into it -- and conclusions from that activity could be significant. After today's downdraft and my recent FB buys, FB is a 4% position in my account. Considering the Kelly Criterion (essentially buying more, the more you believe you can win than you might lose), 4% is not a big position. So as I look at myself, either I don't believe the stock is really a no-brainer here, or I'm too afraid to act appropriately (buy large) even if it were, or maybe some of both. === I'm not recommending the stock to anybody. I'm figuring for me, if I can hold on, the probabilities are favorable for the stock to rise eventually. But who knows? Hence, not a really big bet.

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