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

To: Spekulatius who wrote (47259)	3/30/2012 7:41:53 PM
From: Grommit	Read Replies (1) \| Respond to of 78753

COV. I sold 1/4 of mine on wednesday , but could not get myself to sell more. so will use your example to motivate me finish the job. good idea. thanks for posting. insiders not hanging to their shares either.

To: Spekulatius who wrote (47259)	4/3/2012 12:00:08 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78753

I am concerned that most value investors still have huge cash positions. It's probably even more true across general populace. Sounds like a recipe for runup and not for a crash. Assume US continues the recovery, Europe muddles through, China does not crash... the market can go up another 30-40% without being overvalued, especially if financials and housing recover a bit. Maybe I should wait for all you guys to capitulate and get 100% into the market 20-30% higher. And then sell myself... ;) Disclaimer: I have about 22% cash.