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


To: Paul Senior who wrote (20147)12/2/2004 8:12:54 AM
From: Grommit  Respond to of 78523
 
I still own YELL, but sold a little here and there. I don't see a lot of reason to sell right now. I am holding your OVNT trucker pick too.

PS - My portfolio is up 25% YTD. REITs did it to me this year. This chart excludes dividends. Now, what to do next year?

finance.yahoo.com



To: Paul Senior who wrote (20147)12/3/2004 11:25:31 PM
From: Spekulatius  Respond to of 78523
 
re Trucking companies. Most of those stocks have done well and some (including YELL) have gone hyperbolic. Hard for me to step up and buy any of those. The rest of the market looks likewise - it just seems like a good time to reduce positions rather than increasing them. That being said, the truckers have done well despite high fuel prices, maybe they will do even better now that fuel prices go down?