Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (61648)	4/6/2005 4:15:30 AM
From: Maurice Winn	Read Replies (1) of 74559

Excellent Jay. You have grasped rule number one of investing. We agree on yet another thing = Buy Sheep, Sell Deer. We are running out of things on which we disagree. < Don't buy companies everyone already loves and don't think that "growth" in sales & earnings necessarily equates to "growth" in investment returns.> That's why I gave you an excellent "short QCOM" advisory at $44 some time ago. As their sales, revenue, technology, profits, market share improve, the investment returns have gone negative [temporarily]. You've turned sour on oil, cool on paper gold, expecting a USD recovery as interest rates rise more, and further, to reposition the USD among the ever worth-less state-backed fiat currencies which are ALL on a competitive pixelation process to planet-wide repricing towards zero. I think there are other things we've agreed on. You still think QCOM worth zero, which is a major point of difference to keep us amused. Mqurice PS: I note that "everyone" does NOT love QCOM. For example, I think only BrianH and myself are true believers in QUALCOMM in the 2001 Collapse stream.

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