SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : India Coffee House
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: sea_biscuit who wrote (4796)6/30/1999 1:27:00 PM
From: Cynic 2005  Read Replies (1) of 12475
 
I bet George Fernades is at least as good as Bill Cohen, IMO. -g- Remember who much trouble he had in remembering the names of the air-craft used in the air-strikes against Ygoslavia. I wouldn't dare compare the performance of granny Albright with that of the dumbest of dumb foreign ministers among the third world rummy countries, including India. After all, Slick is obsessed with his own charm that he feels that dummies can fill the ranks of key cabinet positions.

<<And btw, I don't believe the whole stock-market is a mania, as you seem to do. I do believe that there are pockets of extreme speculation in the markets, and one should do well to avoid them. I believe in investing in carefully-selected individual stocks, even in this market. >>

I seem to recall one of our earlier discussions that a market so blatantly over values KO can not possibly value other stocks correctly. I couldn't find that particular note but you made a reference to that note in this one: #reply-5694437

<<I remember commenting about Brinker's criticism of KO in a conversation with you some months ago. There is no way that KO can take a 50% hit unless the market as a whole comes down 30% or more, i.e. it is not just KO that is overvalued; it is the whole darn market!>>

I suppose you have changed your opinion since then. That's OK as long as it is just a change of opinion but didn't mean to flip-flop.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News