Strategies & Market Trends : Value Investing


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To: E_K_S who wrote (46028)12/21/2011 10:03:40 PM
From: Paul SeniorRead Replies (1) of 51623
 
PVX. Thanks for that info. I've been in since 12/06 with recent add 6/11. I believe I'll follow you, sell the position tomorrow, and presume I might get back in later at lower than current price.
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I continue to sell lp's and utility stocks. They're popular sectors now, and some of their prices seem expensive to me. They don't seem to me to be a relative bargain. That is, I believe I can either reenter at lower prices or redeploy funds better elsewhere. Trimming today PPL, EXC, DPM fwiw.

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