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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: Larry S. who wrote (42603)	8/8/2002 9:04:45 AM
From: E.J. Neitz Jr	Read Replies (3) of 53068

Update on Market participation Have been adding to positions and initiating new positions on days, times, the market tanks.No sells for many many months now. Longer term equity account now approaching 70% in stocks 30% cash. Overall, stocks just represent 10% of overall plan...but up from 5% a month or so ago. The % sell-off in the stock market went much further than I expected. IMHO, many prices for stocks, on a price to sales basis etc (except PE which is meaningless after major sell-offs) are at rock-bottom prices and some selling for much less than tangible book value. Based on this, I am thinking about increasing my equity exposure from about 14-15% when fully funded to 25%. That would require the early sale of a T-Bill. My "brain" says do it...my stomach says no..be safe..puke puke! My inclination is to do this soon. So, based on values, still moving into stocks.

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