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

To: Investor2 who wrote (65295)	10/26/2020 3:59:27 PM
From: Madharry	Respond to of 78764

I dunno . seem like there are great value stocks out there paying decent dividends certainly as compared to bonds and money market. assuming they dont go bankrupt one should do ok especially if you dont have to pay performance fees. I had second and third thoughts about ibm and sold most of it and took the loss. I bouight lumn and another bit of sftby. which i think benefits from owning baba and payment companies.

To: Investor2 who wrote (65295)	10/26/2020 4:31:23 PM
From: petal	Read Replies (1) \| Respond to of 78764

I agree, if I were prudent I'd not have any money at all in the stock market, or at least significantly less (am now at 2/3d's should be between 50 and 0 (maybe Grahams classic approach "minimum 25 %"?) however, 10 % is short you guys' different stock markets, so that's gives some hedging at least). ... Talked to a guy "in the markets" the other day. First of all, he didn't understand that the money for QE comes from nowhere. (And he's pretty advanced in his economic niche, albeit slim.) "No, then it would be hyperinflation". "Right...?" I said. "Of course. There's no way that that is true", replied this guy, quite confident in his own judgment. That just made me realise that many people have no idea how bad it is. Most people don't really think about these things. And when you give a handful of academic economics the power to do some experiments with the central banks and the world economy, without the proper checks and balances in place – well... let's just say, imbalances tend to occur here and there. ___ ___ ___ The valuations, sure, that too, but the main thing is that everything – all the "stability" – that they rest on are about as thick as a piece of paper. Then, of course, it doesn't help that they're sky high, either. ___ ___ ___ However, there's always some picks for the small guy, and who knows, this mania may continue for a while... If nothing that has happened so far can knock markets, I don't know what will, except the default of US or other major state. Which, in my mind, is not at all impossible.