Weird posts lately, IMO. So I'll add one too.
If MD's can start limited investment partnerships and actually find people to invest with them, the bull market is not over. It's either topping or just getting going. Who knows?
But plenty of opportunities to make good investments.
Geez, I'm missing them all over the place. I can't scoop them up fast enough. So many.
What is wrong with your value investing firm? Value investors are making business investments-- nobody expects value investments to do internet hoops. Or do they? Maybe the firm better understand clients' expectations. Maybe educate clients.
What is wrong with your value investing firm? There have been plenty of value stocks posted here that have done exceptionally well (IMO). Plenty. So many. Portfolios ought to be up all over the place.
Your own picks here look very good (don't have facts;just an opinion).
Fabulous potential on some actually, IMO. You or your firm have no courage to buy your own ideas?
Okay, This is the value thread. To me this means, it's not ever about what one didn't buy, it's about what one did and does buy. It's about considering risk in the investment decision. And it's about being patient to see the decision work out (not just watch the daily internet mania up, up and up). So maybe the smartest investors (B. Graham def) are waiting patiently for their opportunities. Can't fault that.
But man (and as long as I'm venting I'll just keep rushing forward-g-), I can understand patience to hold, but I have trouble with people having patience to buy values. If there're values out there, buy them. If someone doesn't see any values, get off the thread. For me, I would like this NOT to be the thread for refugees from the Buffettology group
- those chicken littles who whine on, but never step up with a stock pick that they are committing funds to. Just my opinion. Paul (There-I feel better now -g-). |
