Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: William H Huebl who wrote (1738)	7/1/1997 8:07:00 AM
From: John Dally	of 94695

I've been reading this thread for a while & wanted to add a few thoughts: 1. With regards to the expectation of a small-cap blow-off before a correction / crash: One scenario is that we had the small-cap blow-off in May of 1996, then a retreat into the "safe" nifty 50, which have now been driven to overvaluation. (Most small-caps never recovered after the '96 crash.) 2. With regards to sell-off triggers: I'm waiting for Warren Buffet, who started as a "value" investor, to start dumping his holdings of Coke, Gillette, etc . . . With an earnings yield of 2%, he must be feeling pretty uncomfortable holding these shares.(By the way, someone dumped over a million shares of KO yesterday after the close, does anyone know who it was?) Just waiting . . . John.

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