Bob,
Great. I am with you man. I have been a bear for a long time making good gains on the long side when I see obvious undervalued situations. (Eg. Semis last year, Coms a month or two ago) My problem, is that I see very few undervalued opportunities today.
When I dabble in shorts, I usually lose. (My dabblings were extremely bad today).
Why don't we start putting a list together of the best investments when the Kahuna hits ? Then, hopefully, be patient enough to see the top when it happens.
So what do you think ?
Overpriced Underperformers - SEG, AMD, HWP, INTC, MCD ?
Overpriced Overperformers - Maybe, MSFT, KO ?
Banks - Citicorp ?
Just plain overpriced - JBIL, SEBL, MCAF ?
Or here's a good one -----> SPY
Thanks,
Britt |
