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

To: Spekulatius who wrote (50647)	1/23/2013 11:04:23 AM
From: Jurgis Bekepuris	1 Recommendation Read Replies (1) \| Respond to of 78525

Although I agree that most stocks are getting fairly valued and there are not many buys, unfortunately this time I have accumulated stocks in businesses that I'd like to hold long(er) term. So I don't find much to sell, even though perhaps I should. I also still have couple ideas that I am buying, so my cash level is below of what it could be... IMHO TOT is still a (perennial?) buy, though I am not adding.

To: Spekulatius who wrote (50647)	1/23/2013 11:30:23 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78525

Your sales appear to me to be timing-related, rather value-related, Clownbuck. Nothing wrong with that, imo: -- I'm with you and Jurgis Bekepuris - I don't see any sectors which seem downtrodden; it's harder for me to see individual stocks at such bargain prices where I'd want to commit substantial dollars for a buy, and I am nervous about stocks for the "sell in May and go away" period. ========== I missed the opportunity to buy a couple of Euro stocks that were discussed here: On my watch list were LEY.pa and BOIVF (nice stock move for Bollore). I have also only watched outdoor advertising company JCDecaux (not a value stock) which has also moved up to where I'm not so interested in it as before. finance.yahoo.com

To: Spekulatius who wrote (50647)	1/23/2013 1:26:49 PM
From: Dennis 3	Respond to of 78525

It sounds as if you think the market will fall.(Market timing?). When the economy turns around from a recession there are huge gains because of depressed prices(deep value). This recent recession/depression has been longer because of politics IMO but I think we are in a recovery. GDP is low relative to potential if you go by CBO projections. Debt ceiling issue looks like it won't be a immediate problem. David Tepper gave a great interview on bloomberg yesterday: bloomberg.com TOT... FWIW I am still staying away from energy. p/e's are low but are we looking at peak earnings? Increase of supply and increase capital spending which increase future depreciation charge has me worried. I think there are other sectors like tech(intc, msft, ibm) retail(deck, aro, ges, som others). cotton prices have come down a lot recently

To: Spekulatius who wrote (50647)	3/27/2013 9:53:21 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78525

Adding back TOT @ 47.52$. I also bought a position in CAC @33.34$, a well managed regional bank in Maine. Trading at 10x earnings , 1.25x tangible book. They acquired a couple of branches from BofA that fit snugly into their existing branch network and while reducing their earnings somewhat in the last 2 quarters due to integration costs, this acquisition should add to earnings this year. They also boosted their dividend from 25c to 28c this quarter.