http://www.contrarianvalueinvesting.com/2008/05/15/gurus-loadinig-up-on-health-care-stocks/ Contrarian Value Investing At Its Finest Wed, 03 Feb 2010 03:24:06 -0600 http://wordpress.org/?v=2.8.6 hourly 1 http://www.contrarianvalueinvesting.com/2008/05/15/gurus-loadinig-up-on-health-care-stocks/comment-page-1/#comment-323 Value Investing Always Bounces Back | Contrarian Value Investing Fri, 23 May 2008 02:11:47 +0000 http://www.contrarianvalueinvesting.com/?p=48#comment-323 [...] patient and ignoring the current headlines. Andrewc left an interesting comment on a recent post ( Gurus Loading Up On Healthcare Stocks) in which he states: I like seeing how the “gurus” picks are completely different than what the [...] [...] patient and ignoring the current headlines. Andrewc left an interesting comment on a recent post ( Gurus Loading Up On Healthcare Stocks) in which he states: I like seeing how the “gurus” picks are completely different than what the [...]

]]> http://www.contrarianvalueinvesting.com/2008/05/15/gurus-loadinig-up-on-health-care-stocks/comment-page-1/#comment-321 alexg Fri, 23 May 2008 00:23:54 +0000 http://www.contrarianvalueinvesting.com/?p=48#comment-321 Great observation Andrew. Thats is what contrarian-value investing is all about, going against the crowd...waitin for the crowd to realize the bargains,...... and selling to the crowd at a substantially higher price. Years from now, CNBC will start promoting financials and retailers. I promise. Great observation Andrew. Thats is what contrarian-value investing is all about, going against the crowd…waitin for the crowd to realize the bargains,…… and selling to the crowd at a substantially higher price. Years from now, CNBC will start promoting financials and retailers. I promise.

]]> http://www.contrarianvalueinvesting.com/2008/05/15/gurus-loadinig-up-on-health-care-stocks/comment-page-1/#comment-320 AndrewC Thu, 22 May 2008 19:20:30 +0000 http://www.contrarianvalueinvesting.com/?p=48#comment-320 I like seeing how the "gurus" picks are completely different than what the media is buzzing about. All last summer the funds managers were guying natural gas when the talking heads said that was dead money. Now, with gas prices going through the roof and TV programs talking constantly about rising oil prices, you see very few new positions in the energy. They don't follow the momentum- they already had there positions and are enjoying big profits. And while CNBC and others hype up CHK and others, the gurus quiety move to others areas of value, like Healthcare. Watching when the experts enter and exit positions keep me from getting caught in the herd. I like seeing how the “gurus” picks are completely different than what the media is buzzing about. All last summer the funds managers were guying natural gas when the talking heads said that was dead money. Now, with gas prices going through the roof and TV programs talking constantly about rising oil prices, you see very few new positions in the energy. They don’t follow the momentum- they already had there positions and are enjoying big profits. And while CNBC and others hype up CHK and others, the gurus quiety move to others areas of value, like Healthcare. Watching when the experts enter and exit positions keep me from getting caught in the herd.

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