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

To: Bridge Player who wrote (54747)	1/7/2015 12:18:55 PM
From: Cautious_Optimist	Read Replies (1) \| Respond to of 78628

I think the issue you are having is with my rhetorical use of the phrase "bloods in the streets." Point taken. Here is what I said in my earlier post: <<At some point the market cap and financial ratios of F are a "buy when bloods in the streets.>> Maybe not blood in the streets (nobody warns us where an absolute share price floor is hit, it's always in hindsight.) I suppose the bears could say buying here is "catching a falling knife" and it would have equal rhetorical predictive validity. I believe many in the uncertain future will wish they had been on top of this and dollar cost averaged in Q1 CY2015. I am not a fortune teller, I am not a momo, I am not "the house" I am not an insider-- I merely work hard to reduce the risk and increase the return of my portfolio based on (dynamic) strategic analysis and fundamentals that I as an individual can access to evaluate (another subject and political battle.) 2009 was macro ugly; and worries the entire European and U.S. global investment casino could implode. What were the fundamental ratios of "F" in 2009? I do not know, I was not following it then. The way I view value investing, the absolute price of a share of stock is not he same thing as the "value." Thus when we identify the difference through fundamental and strategic analysis, we have a virtual hedge, and less risk. FoMoCo might have been "expensive" at $2/share for all I know; historic charts are 100% certain. $6 $5 and $4/share was bloody too, but most would have panicked if they bought at $4 and it went to $2 had they not been dollar cost averaging down. I also might get F'd by F in the short term now. Its a relatively volatile market, not an FDIC insured .25% ROI savings account. What is the strategic (competitive picture, distribution strength etc.) advantage going forward? I see great value at this market cap. I see a company that will survive short term storms. I see a strategic GLOBAL transportation marketplace which will be seeing colossal innovation in the next 25 years with tech M&A people giving an additional push. JMHO, and STAY DIVERSIFIED for when our realtime brilliant ideas turn to sh#t. Then turn any sh#t into fertilizer for the next crop and harvest.