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Strategies & Market Trends : Value Investing

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To: Ron Bower who wrote (1486)	7/5/1997 8:29:00 PM
From: James Clarke	of 78729

I have been almost all in small caps for a year, because, as you said, thats what's cheap(er). But the last couple corrections hit small caps harder than Coca Cola. Amazing, but you know its true. Not that I think thats logical, but I know its going to happen when the big bang hits. Lets just think, why do I want to be 40% in cash? Its not just to drop 40% less than the market when the big one comes. Its to be able to buy on a dime when it happens. If I am in a bunch of undervalued small caps (I grant you the're out there - I own a bunch of them) they will probably drop with the market if not more. Cash is the only thing with "option value" right now - i.e. if stocks get really cheap on Monday I can play that option value. Yeah, call me a bear. We need one on this thread.

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