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


To: Paul Senior who wrote (58636)12/8/2016 2:21:21 PM
From: Micah Lance  Read Replies (1) | Respond to of 78915
 
It is really interesting so many are raising cash on this board. I think it is fair to say that a wide variety of value investing styles are covered on this board, so it is interesting to see the lack of value out there.

Graham certainly wasn't in to timing the market, however he repeatedly mentions a lack of value being a warning sign of high valuations. I agree with everybody else that now is the time for caution. This up move in the market since Trump was elected is insane plus with the Fed coming up I am sure they will just add fuel to the fire.



To: Paul Senior who wrote (58636)12/11/2016 8:39:52 AM
From: Ditchdigger  Respond to of 78915
 
Obviously EPD wouldn't be a beneficiary of rising rates, but I would think they would be sitting in a very good position (Houston Channel terminal) to benefit from any petroleum export rule changes. They've ramped up ngl storage and export as "refined" products , seems like if wti starts getting exported it would be a good thing for them.