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

To: E_K_S who wrote (27913)	8/27/2007 1:14:47 PM
From: Jurgis Bekepuris	Respond to of 78753

Ahh, but you are talking about Buffettology investments here, not "cigar butt" / Graham (?) value investments. I assume there has to be some sell strategy for these too. For example, TAVFX is a good classical value (not Buffettology) investment fund and Marty sells things regularly. Of course, he loves situations when his investment is acquired, but he sells some on price appreciation too. The question is how does he decide when to sell? Is it certain P/book, p/sales, p/e, something else? I would like to hear more "value" investment sell strategies. Just let's keep Buffettology and its "keep forever" out of this discussion. Buffettology is great, but let's play that it's "off topic" for now. :)