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


To: Jurgis Bekepuris who wrote (33994)3/31/2009 1:05:35 AM
From: Spekulatius  Respond to of 78658
 
re MSFT - i can understand why somebody at current prices is attracted to MSFT. It's cheap, it's got cash and it's got products that almost everybody uses (or has to use). it's also got unfortunately a major shareholder who is selling lot's of stock and who will continue to do so. Then there is Balmer who's ego is larger than the Space needle in Seattle and who is going to buy something big even though he's got very little so show for his smaller buys so far.

This is not a recipe for outperformance, it may have limited downside but that's not enough to keep me interested. If i believe the market goes down I sell my stuff and wait to get in again.

Well take it that I am just fed up, as are many others. Probably a good time for value investors to get in, but I am done with it.