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Strategies & Market Trends : Value Investing
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JohnyP
Sean Collett
To: Sean Collett who wrote (78181)10/6/2025 1:28:21 PM
From: FIFO_kid23 Recommendations  Read Replies (1) of 78469
 
If your investment is in a secular growth area it is best to sell your cost and let your profits run. I made that mistake with AAPL selling it during the period between the iPod and iPhone however I did EQIX ( first public data center) right.

And I think for all stocks it is wise to perform at a minimum a quarterly review to see if the thesis has changed by making up a flow chart of pertinent questions to the company. As an example financial condition, obsolescence of product etc and if something better has come up if your funds are limited.

For commodities which is basically always needed by society the bearish/bullish cycles typically last longer so I would not necessarily put a time stamp on it unless the financial condition of the company gets to a point where there is going to be massive dilution hence it is generally a wise undertaking to avoid explorers and concentrate your efforts to the developers of high quality assets acquired below 10% of the discounted NPV of the asset or producers in the top quartile in costs during the rough times. Personally, I have held some names in the uranium sector for many years before it finally got out of its rut from the Fukushima disaster. (of course I have sold it wrong but the profit generated from the names were substantially better than the indices over the time frame held).

The only thing I will sell are quick gains in relation to momentum stocks with stories or if per chance think a position is oversized relative to the risk.

Selling has always been the hard thing for me. I have made many costly mistakes of fully maximizing potential tops of companies in the cyclical sectors.
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