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

To: Spekulatius who wrote (34444)	5/10/2009 2:23:23 PM
From: Paul Senior	Respond to of 78748

I am moving or trying to move some funds into gaarp stocks. These would be stocks having reasonable p/e's for companies which are still growing revenues and/or earnings even in the current recessionary environment. I am guessing such companies have to be pretty solid, and if they are doing 'okay' now, they might do even better with revenue growth and earnings if/as we come out of the recession. ============= As I say, value stocks that I am finding, while there is value there to my eyes, so many have moved up so much already and so fast, that I am reluctant to step in for more than exploratory buys. And for positions I already hold, although I'm reluctant to sell below my view of fair-value, I'm also reluctant to add to these positions.

To: Spekulatius who wrote (34444)	5/10/2009 9:33:31 PM
From: gcrispin	Respond to of 78748

I agree that the US market isn't cheap. smartmoney.com