Trader J's Inner Circle Message Board

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Strategies & Market Trends : Trader J's Inner Circle

NVDA 188.23

+0.1%

Nov 7 9:30 AM EST

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To: Londo who wrote (45764)	8/11/2001 8:20:43 PM
From: LTK007	Read Replies (3) of 56532

<I am also of the opinion that there are good investments in any markets, bull or bear, just that it's rather unsexy to talk about boring companies with good cash flows, solid balance sheets and thin volume.> no disagreement here,Londo. But here is a good rule to follow. A stock's price is arrived at by 40% overall market conditions,30% sector conditions,and 30% by the stock itself.This via Wharton school teaching that i picked up from someone(i did NOT attend Wharton School).So in a bad market you must have your solid balance sheet in a stock in a favorable sector. 1000 is arbitary for a reason,i consider it a psychological magnet:) I will do more work.But one pro money manager i respect a great deal feels COMPX,fair value is 1250--o.k. A true Bear cycle to reach completion traditionally does not bottom until it goes UNDER fair value. If what i feel is building does overtime manifest,the 1000 would be an easy event in a full shift into Pessimism. Thanks for your data. PaxMax

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