Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject	10/4/2001 6:58:49 AM
From: paul_philp	Read Replies (4) of 54805

More from Moore. This is exactly what I think and is my strategy. I am willing to miss the bottom bounce to know that the bear will not eat my capital. This is the total extent of my attempts to time the market. Much less extreme than --Mb's definition of market timing. Paul ethanard@microsoft.com raised an important issue, which was why run to cash at this point in the market, given that valuations are so much better. I was actually thinking more of keeping cash on the sidelines than selling to create cash -- i.e. if you make a monthly contribution to a portfolio, keep it out of the equity market for the foreseeable future. My thought here is that we are laying the table for a very prolonged gorilla game and you want to have as much dry powder for that game as you can. I do not believe the market will bounce back, so I think you can miss the bottom by several quarters and not miss out on much of the appreciation, which I think will happen very gradually, but also very profoundly. Geoff

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