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.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: E.J. Neitz Jr who wrote (15562)10/3/2002 11:56:10 PM
From: James Clarke  Read Replies (3) of 79128
 
Great article - thanks. Very timely post in my view. I find myself by far more fully invested than I've been at any time in the last two years - and that was not true a month ago. Every stock I own is probably going lower tomorrow, but that is exactly what it will feel like on whatever day happens to be the bottom of this collapse. I used to make market calls on this thread, years ago, but thats silly and I was never right. I buy when I have good ideas, I get fully invested when I have a lot of really really compelling ideas. I've seen buy ideas like this twice since I got going in 1995. March of 2000 and September of 2001. Both were great times to be buying the kinds of stocks we buy, though at both times we were in agony over losses from what we already owned and there was no reason whatsoever other than valuation to buy then. I'm learning that its not about making market calls, its about knowing when you're seeing a whole lot of compelling buys at the same time and knowing when you're not finding anything.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News