SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 155.82-1.3%Jan 23 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Keith Feral who wrote (115431)3/12/2002 4:23:51 PM
From: Dexter Lives On  Read Replies (1) of 152472
 
Studies of large funds in Japan over the last 13 years have shown that the only ones that consistently did well were hedge funds that went long some select stocks, and went short other (less select -g) stocks. In a prolonged bear market, it makes sense that this would be a successful strategy (probably still need to be a decent stock picker).

Are we in for a prolonged bear market? 5 consecutive years of 20-30% gains in the index, suggests that a return to the mean will mean a multi-year grind. Many (former) growth stocks are going to be re-classified in the next 3 years - that could mean a wicked contraction in PE...if it's a profitless recovery as many are predicting, well, you do the math! -vbg

Rob
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext