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

To: MNTNH who wrote (55356)	6/2/2015 5:14:52 PM
From: Graham Osborn	Read Replies (2) \| Respond to of 78741

Care to post any specific ideas? So far I've looked real close at SORL, CAAS, GURE and eliminated them. QIHU seems interesting but will need to get crushed before I seriously consider even as a Buffett buy. At last pass China seems much less promising than Canada. BTW, Paul - I sold off most of my Buffett type stocks 6 weeks ago and consider myself much heavier on Graham looking forward. Been slammed at work without time to replenish in this slim pickins market hence the large cash position. I just thought it was interesting several of us were heavy on cash at the moment. I expect most posters on the thread don't hold Graham's principle of extreme diversification as I understand you do. As to 75/25 I am unsure if its relevance at present yields unless you consider speculative bonds as sufficiently diversified alternative to stocks, whereas I consider them as pretty correlated. That includes energy bonds. If market timing means decreasing one's exposure at high market multiples and increasing it at low ones, I guess that's me. So long as each security's price is compared with intrinsic value (rather than playing to the comps bubble) I think Graham would approve. Hoping sanctions in Iran are lifted, Graham