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

To: jeffbas who wrote (17609)	8/18/2003 7:27:15 PM
From: Jurgis Bekepuris	Respond to of 78845

rjm2 wrote: "if a stock increases 250% in short order and one takes profits and cannot find anything else to buy, what is one to do?" Jeffrey wrote: "If you don't have an alternative stock investment, maybe you should have been less "mechanical" in selling that winner." Personally I invest like rjm2 here. If the stock is at the "sell" level, I sell. I don't consider whether I have some other stock to invest in. So, yes, theoretically, I could be at 100% cash. However, my "sell" is not mechanical in a sense that I sell at 20% gain or 2 bagger or whatever. I sell when I consider the stock price to be overpriced compared to current fundamentals by my own measures. I also sell if the company no longer fits my investment criteria. Then I don't look at the price at all. Right now, I am 100% invested and still have a couple stocks that I would buy if I had to sell one of my positions. So definitely not "100% cash" stock levels. Jurgis - but what do I know... ;-P

To: jeffbas who wrote (17609)	8/21/2003 1:41:30 PM
From: Lazarus	Respond to of 78845

tuff decisions!

To: jeffbas who wrote (17609)	8/25/2003 5:52:22 AM
From: Gary105	Read Replies (1) \| Respond to of 78845

Jeff, What, if anything, would you buy at current levels? Like rjm2, I see few compelling values. Thanks