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


To: Madharry who wrote (39702)10/16/2010 11:59:03 AM
From: Mr.Gogo  Read Replies (2) | Respond to of 78744
 
Madhary,

I am not saying that the fund performance is good. What I am trying to do for myself is to find a mechanism to value the market. The way we are looking for value in stocks, the same way I want to learn to value the market and get out when I conclude it is overvalued and get in when it is fairly or undervalued. Warren buffet does it to some extent. And I think Hussman uses good arguments to prove that things are overvalued what he does not take into consideration is the inflation that we are facing. And there will be inflation.
I came upon to a lecture by Benjamin Graham on market valuation which I cannot find at the moment, but I will share it with you later.

I followed you in Silver Wheaton. What is your valuation of it at the current price of silver. Do you understand what is considered assets on their balance sheet?

Good Investing,
Georgi



To: Madharry who wrote (39702)10/16/2010 12:02:35 PM
From: Mr.Gogo  Read Replies (1) | Respond to of 78744
 
Here is a link to the lecture of Benjamin Graham

jasonzweig.com

Georgi