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

To: Area51 who wrote (38486)	7/10/2010 11:21:02 PM
From: voodooist	Read Replies (1) \| Respond to of 78742

well, on the positive side, there is a new activist fund which just declared a 6.2% position in AVNW. I know that hope is not an investment thesis. i inquired here because you guys are smarter. always good to hear what the sharp value guys have to say. but then again, if the stock was screaming buy me buy me, it wouldn't be at these levels. i am agnostic, but an owner at about these levels. well, exactly flat on my position. Friday was helpful. Thanks for the input. Hoping perhaps a few others will weigh in. Not to be provocative, but I truly am wondering what the value thread would have said when I bought thousands of shares of TXT at 3.63 on March 6 of 09. Back then everything was surreal, so i wasn't looking for opinions. i made a lot of mistakes too. I will investigate your suggestions. Thanks for the input.