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


To: Paul Senior who wrote (30245)3/6/2008 11:16:56 AM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78748
 
I looked at my portfolio and decided to build large positions in HOG, SNDA and UTMD. Which I am doing and going to do going forward.

Apart from that, I already have a large positions in CRDN, HW and WSC. May add if these drop down a lot.

Added today to AEO.

Finally, I think that WFC is one of Buffett's 2007 buys that is really worth adding to. However, with my WSC position I may have some exposure already.



To: Paul Senior who wrote (30245)3/6/2008 11:26:06 AM
From: Madharry  Read Replies (2) | Respond to of 78748
 
every single financial stock i follow is down again today. what a bloodbath. I dont see how this can possibly be good for the market as a whole. ras down double digits. thornburg down like its going bankrupt for sure. im guessing ras has exposure to it. perhaps the bottom is near because I have dread in my hear for sure, I dont see how the bleeding in the financials is going to stop anytime soon. I am probably flirting with Bks in afn and ras. hopefully they survive but i dont really know what the odds are. I was watching an episode of flip this home and wondering how many people are now sitting with flips that they cant sell.
the people that I knew last year who had two homes, trying to sell them have not sold them yet. rumors of more hedge funds facing liquidation. anybody can verify?