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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (13164)	10/3/2001 11:42:40 AM
From: sjemmeri	Read Replies (2) \| Respond to of 78516

I'm trying to add to GBE today. Recently bought IBI and AXP after Burry pick. Took profits in GTSI.

To: Paul Senior who wrote (13164)	3/3/2002 12:29:55 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78516

Sunday reflection: Perhaps now we are entering into a different part of a cycle for value investors. The earlier phase being the abundance of value stocks and the problems/issues in choosing among them. Now, as the market has taken so many of these stocks to higher prices, the chief decisions may become what and when to sell. Very often for me, this is the difficult part - I find it more troublesome and agonizing than in determining that the stock was initially a good buy. (Example: exited my IPG position on Fri. It still easily could be a viable stock; I just lost my confidence after the market's rise and the stock's one-day bump.) Paul Senior