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

To: Jurgis Bekepuris who wrote (4454)	10/9/2014 9:54:33 AM
From: John Vosilla	Respond to of 4691

Probably waiting another two weeks days ahead of end of year tax selling for many funds..... Bad things always seem to happen in Sept and Oct.. Yesterday's rapid reversal seems manipulated. Cost to get anything out of the ground keep going up squeezes most anyone in the production chain even more. Sort of like RE in areas where prices are well below cost to build new.. Strange inflection point for the fed as well.. What an incredible unbalanced economy we continue having JB.

To: Jurgis Bekepuris who wrote (4454)	10/12/2014 11:00:46 PM
From: Spekulatius	Read Replies (1) \| Respond to of 4691

Some E&P's like APA or possibly DVN are good values, assuming crude prices don't collapse. They are better values than in 2009, IMO. The chemical companies like EMN or BASFY have come down to reasonable valuation levels, due to recession fears, I presume. Some industrials like UTX or RYCEY are reasonably valued. That said, I have done some major pruning during the last few weeks and sold many more speculative <pun> positions. I also went into mostly cash (excluding bond funs) in my 401k, due to impending job change. I think I have more selling to do, but some stocks are indeed getting interesting again, when everything get's hit, including those stocks, that have not been overvalued to begin with.