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

To: Jurgis Bekepuris who wrote (33169)	12/31/2008 7:39:29 PM
From: Wallace Rivers	Respond to of 78626

I would hazard a guess that one of the reasons there is less robust discussion is that a significant percent of the population of the thread is weary, gunshy, and tapped out emotionally and in $$$$ terms. I fall into that camp. Additionally, a lot of the standard value metrics have been pretty useless in a market like that of late '08.

To: Jurgis Bekepuris who wrote (33169)	12/31/2008 8:16:51 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78626

I think we did not have much in depth discussions because the market a) conditions were not favoring a value based approach b) market was moving extremely fast c) fundamentals have shifted so much that backwards looking numbers seem almost useless d) thread participants emotional worn out and frustrated (Wallaces answer) You can count me in as a person who gravitated away from he typical value approach because I am trying to look more into the macro picture and maybe because of that my answers have been less useful than they used to be. However overall we still have decent discussions - Madharry's reply on ULTR was a decent analysis, IMO.

To: Jurgis Bekepuris who wrote (33169)	1/3/2009 11:51:53 AM
From: Madharry	Read Replies (1) \| Respond to of 78626

Speaking for myself, I have remained fully invested throughout this downturn. Many of my stock could certainly be multibaggers, and I am very reluctant to put money in foreign entities at this juncture, where I am unfamiliar with the accounting quality, so Im not going to spend any time researching these companies let alone spend the time to learn everything I can about a company when I have virtually no free cash to invest. I already own some china plays, mfcaf and melco intl, that have been beaten down pretty good. One stock that i do find intriguing and will spend some time researching is HUN so if anyone has done some work on that one Im interested in hearing about it no matter how superficial it may be. Perhaps some of these failed buyout at much higher prices will yield tremendous returns over time to those with funds to invest.