Well, it looks like it is shaping up as the top of the bull market, and I've done quite well going short on the way up. So of course the logical thing to do if the market goes into the bear is to start going long. I'd like to discuss medium to long term holds, although I've never been adverse to short term news driven positions. I am looking for companies with great management, that generate free cash flow, have retained earnings, and that have been beaten down for any reason.
Oh, and if the reports of the bull's death are greatly exaggerated? So much the better.
Barb |
