Greenblatt's Little Book That Beats The Market Message Board

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Strategies & Market Trends : Greenblatt's Little Book That Beats The Market

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To: bruwin who wrote (170)	1/10/2009 12:55:06 PM
From: Spekulatius	Read Replies (1) of 218

PCP - Until that happens it may be prudent to put one's money elsewhere. But where? Everything is slowing down I think that is where we differ here. Your argument basically forces you to be out of he market. While I agree with you short term (the market seems overbought) I think it is not a good idea to wait until things pick up because at that point the stocks we look at will be 50% higher. Well at least is that how it used to be. Regarding PCP my concern is that the slowdown will get much worse. Boeing has already scaled down their delivery projections for next year and the Dreamliner program (for which PCP builds lot's of components) is not going anywhere fast. So my guess is that we may see a substantial shrinkage in PCP revenues in Y2009/2010.

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