2.3.10

Value investment perception

Many friends who follow value investment theories are willing to see a bearish market, because they want to increase their positions at attractive levels. Somehow the good companies are undervalued but not in such a big amount to let them buy. Value investors need some margin (fortunately it´ll become their profit), and current prices trade between the fair value and the margin.

We will check out good stocks if we reach the 960 of S&P.

2/3/2010