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

To: Paul Senior who wrote (26186)	2/27/2007 4:02:59 PM
From: epicure	Respond to of 78741

I'm making a shopping list, but I don't think it's time yet to go to the store.

To: Paul Senior who wrote (26186)	2/27/2007 4:07:04 PM
From: Jurgis Bekepuris	Respond to of 78741

Nothing to buy yet. Sold FDP - it might recover and management was bullish, but I don't believe in the business or recovery. Not my type of stock. :)

To: Paul Senior who wrote (26186)	2/27/2007 4:12:10 PM
From: Wallace Rivers	Read Replies (2) \| Respond to of 78741

Call me stupid, but I added to MOT and re-entered BBY today.

To: Paul Senior who wrote (26186)	2/27/2007 4:32:05 PM
From: Dave	Read Replies (1) \| Respond to of 78741

What about MWA?

To: Paul Senior who wrote (26186)	2/27/2007 5:03:47 PM
From: Madharry	Read Replies (1) \| Respond to of 78741

Well, its the worst day for me in the market certainly in recent times. 2/3 of my 2007 gains evaporated in one day. Very strange I had nine stocks down over 10% and no news on any of them , just one downgrade based upon valuation. Oil held steady so Im mystified that CNQ, PWE and CHK came down as much as they did. But I dont really understand what drives the short term moves so much. I bought mostly edv.to today. I dont see why their model shouldnt continue to work over the next decade and the discount was and is there. I also added a little more Cresy and a little more plg.to. If I didnt have so much in energy thats where Id be looking to add. I continue to believe that the stocks I own are at least 35% undervalued so I dont have a good reason to really sell anything, unless Im buying something else.