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


To: Paul Senior who wrote (33145)5/12/2010 12:42:29 PM
From: Paul Senior  Respond to of 78667
 
Wallace Rivers. Some stocks I've viewed as value buys, now do seem like like gaarp situations. As you've said about HNZ, nothing wrong, just that they seem expensive to hold as a value play.

Today I've cut back HNZ to a stub holding, sold a little more of FDO, and closed position in AWR. These could still be very good as ltb&h or growth-at-a-reasonable-price holdings.

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