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

To: gcrispin who wrote (40428)	12/7/2010 8:28:45 AM
From: Madharry	Read Replies (3) \| Respond to of 78715

thank you . everyone has to do what they feel comfortable. in my 45 years or so of speculation, i believe that the amongst the biggest mistakes ive made has been to take profits too soon on good companies. i cling firmly to my opinion that gfre is a good company with a wide moat in china and is not even close to being fairly valued. i think that they will earn at least $1.60 in forward 12 month earnings and have no intention of selling any shares below 12 times that amount. In this case I am willing to sit with a huge overweight in my portfolio until i see a reason not to.