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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (14802)7/14/2002 11:41:29 PM
From: TimbaBear  Read Replies (1) of 78625
 
James Clarke

That was an excellent post. I agree with everything you said.

I, too, feel that neither the accounting scandals, nor the market drops are anywhere near being done.

This is not a good time to be fully invested (or on margin, even). When this has run its course those with money left to employ will reap the outsized returns. By the time this correction is over, I suspect there will be a lot of value on sale and too few players, perhaps, to drive it up very quickly.

TimbaBear
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