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

To: Grommit who wrote (30968)	5/15/2008 5:13:29 PM
From: Paul Senior	Respond to of 78915

Agree. With the recent run up in some sectors, it's getting scary again. If I read guys reporting their portfolios are at new highs again, that could be a good sell signal.

To: Grommit who wrote (30968)	5/15/2008 5:42:45 PM
From: Jurgis Bekepuris	Respond to of 78915

Are those stocks overvalued? Otherwise, why sell? I wanted to make a post similar to yours, since a lot of my energy stocks ran up into "hold" area. Then I looked at all the companies deeply in "buy" area and I changed my mind. I have sold some of the "why the heck did I buy this and why am I holding this" stub-by positions.

To: Grommit who wrote (30968)	5/15/2008 7:46:59 PM
From: Madharry	Respond to of 78915

that is terrific. I'm struggling this year with gains of 3.3% in q1 and 2.4% so far in q2. energy has been my one good area of performance, with ccrt, mcgc and sil laying eggs so far, and most of the canadian juniors not faring well either. In retrospect I should have gone much heavier into CHK than I did.