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


To: E_K_S who wrote (35798)10/30/2009 8:46:50 PM
From: Paul Senior  Respond to of 78763
 
EKS. SFL: I may join you in adding to position. I'll review their latest presentation a little closer.
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"In this market, it is better to exit the position and come back latter once all the sellers have exited."

We have a lot of people doing that. Pretty difficult for somebody to be willing to endure one more time the falling market and/or volatility we are seeing if it's going to be like Oct-Mar of last year. People now seem more willing to sell more quickly. Not hold on to positions. So this feeds the downdraft as stops are hit, and people sell and wait for better entry points. I find it scary, making it more difficult for me to hold on.



To: E_K_S who wrote (35798)11/2/2009 10:47:31 PM
From: Paul Senior  Respond to of 78763
 
Fwiw, upped my small SFL position a little today.



To: E_K_S who wrote (35798)11/11/2009 4:10:14 PM
From: E_K_S  Read Replies (1) | Respond to of 78763
 
FWIW added to Ship Finance International Limited (SFL) and closed out Hewlett-Packard Company (HPQ). This is mainly for the dividend payout SFL-10% vs HWP -0.6%.

Trading was halted on HPQ after the close so there may be some pending news.

My new technology plays include Intc, MSFT & MOT.

EKS