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Strategies & Market Trends : Value Investing
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To: Sergio H who wrote (17955)10/30/2003 12:09:33 PM
From: Steve168  Read Replies (1) of 78476
 
My model turned bearish first time in 2003, I sold most "below-cash plays", only holding AVLR and GSH. Buying more EONC on the dips.

Overall I am 65% long, 35% cash, 65% short, first fully hedged situation in 2003. I would rather keep the huge gain this year than risking give it back.

The 7.2% GDP is making everyone feel good. When the majority feels good, that's a bad sign. I am taking chips off the table. There could be another frenzy run, but I am happy not to make that couple percent more.
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