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


To: Spekulatius who wrote (20315)12/22/2004 10:24:17 PM
From: Spekulatius  Respond to of 78567
 
Portfolio update - WPI, Via.b
I further reduced my stock holdings - sold 1/3 of my Via,b position and sold my starter position in WPI. I am trying to do some market timing and reduce my stock holdings into the recent strength. I hope i will be able to add to my holding next year when more bargains are available. the market looks very very frothy to me right now.



To: Spekulatius who wrote (20315)12/23/2004 12:29:40 PM
From: Steve168  Read Replies (1) | Respond to of 78567
 
Spek, ADGO has P/B 1.14, and half of book are considered liquid. So I am not going to touch it. If you brought it to me at $1 which was below book, I might nibble a bit. Thanks anyway.