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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: RobertHChaney who wrote (47263)9/29/2001 3:46:28 PM
From: OZ  Read Replies (1) of 54805
 
History has shown that the market is correct much of the time, which will defeat an always contrarian approach

So when was the market wrong??? In my trading experience, my major thing is that the market is never wrong. The previous concept will kill both a trader and investor. Fair value is whatever you can get for something at the time. I believe that the competitive advantages that attracted people here to stocks in the bull market are still in place with many of those companies and that NOW is the time to be re looking at those companies that still have those same advantages as before. It is even easier now because the market did you all a favor and killed certain GG candidates (ATHM)and the true big boys can more easily be spotted and sorted. So the F/A analysis done with your due diligence need not change as much as your very human need to buy with the crowd as before. Why do we call buying in a bear market "timing" the market and buying in a bull market Gorilla Gaming or "intelligent" investing. Though there is nothing wrong with buying in a bull market if you do not mind sitting through a major correction such as this and are not complaining. Wether you agree with what I say or not, something in the conventional approach around here has to change to something that separates you from the crowd on your entry to avoid getting caught in what has happened. I do think that your list of reasons is a great insight on you part though. Luckily they are things that I followed by reading, training and learning about them before trading full time as well as some hardknocks.

OZ
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