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

To: Jurgis Bekepuris who wrote (40607)	12/14/2010 11:19:38 PM
From: Shane M	Respond to of 78568

"DECK and CTSH seem to be hugely overvalued to me. I guess it's great if you held them to where they are now. " I'm out of them now. I just list them of examples that I tend to like and get top heavy in. Like Garmin they start off looking cheap and gradually grow and before you know it they can become a very large part of portfolio without active rebalancing. And compounding the problem is my tendency to add to a position on good news (which these kinds of companies tend to have over time). Garmin is one I just didn't understand what had happened until it was too late. I didn't understand what the smart phones were bringing to the table until it was too late. But lesson learned - ease out of these growers as valuations get excessive. DECK definitely started as a value stock to me with nice growth and recently got quite expensive. CTSH was similar.