Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jurgis Bekepuris who wrote (29569)	1/4/2008 11:40:55 AM
From: E_K_S	Respond to of 78915

Hi Jurgis - I noticed the same thing. My "value" screens are almost all red today except for the beverage companies, a few utilities and one or two of the health care companies. I am looking at some of these beverage stocks but none pop out as good value plays. I have my eye on Companhia de Bebidas Das Americas (AMBEV) (ABV) but it is still expensive. My best performer today is JnJ and it is up only marginally. I suspect many of my "value" picks on my watch list will become better buys as this sell off proceeds so I am going to hold off on any new buys for a few weeks. The one positive is I am sitting on the most cash reserves in a long time so I am ready to deploy these funds once there is more blood in the street. EKS

To: Jurgis Bekepuris who wrote (29569)	1/4/2008 11:51:50 PM
From: Spekulatius	Read Replies (5) \| Respond to of 78915

I sold out my JNJ today (it has LT gain status)> it was one of my larger positions and bought some VTV (value ETF) from the proceeds to park my funds before deciding what to do. JNJ has done well preserving my capital but i do not think that it will go up much if the market recovers. I sold out of HD for a short term loss and purchased JWN. I also managed to get out of RICOY for a small gain and purchased TEX. Everything I seem to buy immediately appears to turn into dust. DFS down big time today and i have pout another purchase order at around 13.5$ in case it falls further.