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

To: Paul Senior who wrote (35092)	8/13/2009 1:16:20 PM
From: Grantcw	Respond to of 78753

Paul, I like NICK also. I bought Nick a year or two ago at 10 and only thought of adding (not selling) when it was low, but found other opportunities. Definitely seemed to weather the financial storm without much financial difficulty. My other main value plays in my eyes are the hotel reits FCH, BEE, and SPPR. In addition, I own junior miner TGB, which I like a lot and have increased/reduced positions on throughout the last couple of years. In addition, I own decent positions in AIXG and CREE, which are less of value plays, but more of 'Green' plays on the LED lighting revolution. I've held CREE for years, and I may hold AIXG that long. I agree with others that there aren't incredible values out there right now, but I think there are still some values. I just feel like we've returned to somewhat of a regular market where you have to pick your stocks instead of just throwing darts and getting gains like when we were at Dow 6500. I'm not looking to hold on to these Hotel Reits forever. I'd sell all of them if they doubled (or maybe even before), and probably put the money into larger company value plays. I tend to rotate into larger company values when markets are higher and into smaller, more speculative, stocks when markets are down. That strategy seems to work for me, and I'm finally starting to rotate into larger plays now. cw