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Strategies & Market Trends : Gorilla Game Investing in the eWorld
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To: Poet who wrote (804)11/22/1999 8:03:00 AM
From: Bruce Brown  Read Replies (1) of 1817
 
I guess a little mezzo soprano won't convince the two of you, huh?

Depends on how you sing. ;-)

I just wanted to point out that I don't remember saying that i2 was in any way undervalued. I believe I just ran a comparison chart. We could make a strong case that the others are 'overvalued' and need to come down to i2's level. I did think that i2 was undervalued when it dropped to 16 earlier this year. I thought it was so undervalued at that price that I was 'forced' to increase my position.

It's been a real period of whipsaw activity that creates over and undervaluation of issues in the stock market that seems to be predicated on rotation. That is a strategy that I failed at miserably years and years ago. I ending up choosing to do 'nothing' and remain invested in the companies that I had chosen in the first place for the long haul. I have seen investors whip in and whip out in nearly every stock in my portfolio over the past ten to 15 years. Whether they were not happy with a mere 10 percent annual return, a mere 20 percent annual return, a mere 30 percent annual return, a mere 40 percent annual return or now what seems like many not being happy with a mere 100 percent return in a few months time. In spite of all this 'whipping' action, I continue to choose to hold my well chosen stocks. Sometimes they are overvalued and sometimes they are undervalued. Yet, if past history is any indication in the end - I will have done just fine by doing 'nothing'. Not complacency, but simply refusing to start cracking whips.

BB
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