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 : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jurgis Bekepuris who wrote (10356)4/16/2000 7:41:00 PM
From: James Clarke  Read Replies (1) of 78517
 
Wow - Jurgis, great post. That is something to think about hard. I bought some RAL Friday not down a whole lot, but I also bought a very low quality stock because it is a net-net (GTSI). If the stocks you mentioned were anywhere close to my buy range, I wouldn't have done that, but as you said, they're not. I have considered this question and probably go half and half - as extreme bargains emerge, buy them, but keep some cash in reserve to buy the great ones when they come in. I kind of look at my holdings in REITs, Homestake Mining, and in Tice's Prudent Bear fund as "better than cash" - i.e. REITs and Homestake may go up, Prudent Bear will definitely go up if things get ugly enough to pull Merck and Coke into my price range. Then I reverse the trade.
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