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

To: Paul Senior who wrote (44621)	9/27/2011 10:09:52 PM
From: Spekulatius	Read Replies (3) \| Respond to of 78470

Well I sold quite a bit today - BAYRY, a bit of MGDDY, my starter in DOV, some ABT that are in LT gains and a few other trims here and there. I went to close to 30% cash again which is where I went to be at these levels. I am betting that volatility is here to stay for a while and I want to make sure I have plenty of powder to exploit it.

To: Paul Senior who wrote (44621)	9/28/2011 10:19:17 AM
From: Sergio H	Read Replies (3) \| Respond to of 78470

For those playing volatility, keep an eye on the trading range that we've been stuck in since Aug. Wide swings, but we haven't gone anywhere. We are nearing the top of that range now. From a value perspective, stocks are trading at historically cheap PEs. I think that the reason is that investors are worried about how substainable earnings are in a difficult economic time. Again from a value perspective, do you ignore the substainability and buy based on past performance or consider the future in finding value? That's my question, but heres a great article from Seeking Alpha on the historic realtionship between earnings and price. seekingalpha.com