Jay, there appears to already be perceived good news for CSCO. Whether that comes to fruition or not, what is the point of putting yourself in this position? It is particularly difficult to make good decisions with your investments when your perspective is clouded in desperation because financial viability is threatened. Keep your investments, long or short, manageable.
Nobody, not even Zeev, knows where the market is going. He's done a great job with his educated guesses but, that is all they are. Don't get me wrong, I appreciate Zeev a lot. But, if you intend to benefit from his musings, learn above all things, that he is seldom 100% invested, he is broadly diversified, and he is never leveraged (margined). |
