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


To: Madharry who wrote (28531)10/13/2007 6:23:06 PM
From: E_K_S  Respond to of 78758
 
It's interesting to see what others on this thread have in their Sector Breakdown and Domestic vs Foreign. It seems like the value investor migrates to natural resources, energy and materials. Of course Paul makes a good point that many of ones selections are company specific and depends on the special situation.

I did not realize you had such a heavy weight in Foreign stocks but this has been the place recently for extra ordinary gains.

EKS