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

To: MCsweet who wrote (42766)	5/22/2011 10:44:41 AM
From: Dale Baker	Respond to of 78486

That general seasonality has applied across the market in years following strong up years since 2004; early strength is washed out in a spring selloff followed by a doldrums summer then a fall rally from an August-October launching point. I will reconsider my AABVF position later in the year.

To: MCsweet who wrote (42766)	5/22/2011 1:09:56 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78486

Thanks for the the AAB update. I was not aware of seasonality being a possible significant factor. Buying or selling based on a seasonal trend is market timing; I generally don't do that. (Maybe just every few years with buying toy stocks in early spring) I bought AAB shares as a value bet, and stock still seems to be as good or better a value. So I'll continue to want to hold my position. Possible that if stock drops further I may add more...or be scared out. (If I do sell a stock though just out of fear because the stock has fallen, I will admit to that as a form of market timing.)

To: MCsweet who wrote (42766)	5/24/2011 6:27:35 PM
From: Bart Hoenes	Respond to of 78486

Perhaps the seasonality is based on when they are able to drill (due to weather, due to constraints of the environment, due to rules). If you drill in spring, the drilling results probably don't start coming in until august and a lot of the smaller miner's market caps will jump (up or down) based on results. I know that in the muskeg in CAN, they don't allow and perhaps cannot drilling for oil when it thaws - they must go in to drill when it's frozen - so there is a season.

To: MCsweet who wrote (42766)	6/6/2011 10:39:31 AM
From: MCsweet	Read Replies (2) \| Respond to of 78486

Aberdeen International (AAB.TO AABVF), Looks like the bad guy (at least from an investor's perspective) won the Peruvian election over the weekend. (Side note: Don't you love how your kids always ask who are the good guys and who are the bad guys? And I do recall that I did the same thing when I was a kid.) This is bad for Sulliden (SUE.TO), down 10%, and hence Aberdeen. I stick with Aberdeen, believing in the management and attracted by the discount to NAV, but readjust my buy and sell targets to lower levels. MC