Investors Struggle With Cash Conundrum

[dcollon]

http://blogs.wsj.com/moneybeat/2013/07/21/investors-struggle-with-cash-conundrum/

[Guest ajc]

Interesting, thanks.

[Guest]

Isn't Buffett one of the bulls these days?

[Guest longinvestor]

Value investors typically sell too early and miss late-market gains, as stocks often soar well beyond intrinsic value.

 

The value investors I know don't sell, time the market or chase it.

[sigis]

Value investors do sell when stock price approaches its IV. I think the difference between this and market timing is much smaller than most of us care too admit.

[Kiltacular]

Buffett aficionado Matt Pauls, who manages a small hedge fund, says Mr. Buffett is having the same problem as Mr. de Vaulx.

 

“There aren’t many bargains out there and he doesn’t want to buy something unless it is priced below what he thinks it is worth,” Mr. Pauls explains. “That is going to be his biggest problem going forward.”

 

Matt Pauls = mpauls

 

Cool to be quoted!!

 

Miss his posts here.

[fareastwarriors]

http://www.bloomberg.com/news/2013-07-26/cash-is-trash-not-to-these-value-fund-managers.html

 

 

Cash Is Trash? Not To These Value Fund Managers