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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (3411)3/3/1998 4:03:00 PM
From: Terrapin  Read Replies (1) of 78531
 
Paul,

This discussion on when to sell comes at a very important time for me. In the interest of adding to the discussion I would like to submit my "problem". I have had a ~%100 gain in 14 monthes with a company called Tyco International (TYC). They have four major business units which have grown through acquisitions (and continue to grow). I have been very impressed with management and basically have no complaints. I could not recommend it as a value at this point although I admit to losing track of its balance sheet after all the M&A that has been going on.

I have no specific use for the money except to maybe feed an already bloated cash supply. My question is who on this thread would sell this company and take the gains and who would hold based on my faith in management and confidence in their business plan?

I hope the thread could use this "real world" example as fodder for more discussion on when to sell. Clearly selling at the right time is just as important as buying at the right price.

Thank you,
John
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