My personal views on stocks are worth very little (as a basis for anyone else's investment decisions).
I'm trying to be both honest and somewhat accurate.
Most analysts and posters might or might not be honest (question--how can you rate their honesty when you have no real-world information to check their honesty against?).
But you can, in hindsight, rate the accuracy of their predictions, whether the predictions were implicit or explicit.
It's not clear to me what you are saying, when you write:
>>>>>>>>>>>>>>>>>>
What do you think about her views?
As for me I always consider them, but never find them compelling enough to not invest
in the PC technology stocks.
<<<<<<<<<<<<<<<<<<<<
I don't know if you mean
CASE1.that you have studied Roxanne Googin the analyst for a long time, and still invest in PC technology stocks,
CASE2. that you have heard bearish arguments from analysts on the PC technology sector for years now, and still invest in PC stocks.
CASE1----
Personally, I've heard Roxanne Googin on TV a few times. I'm not that familiar with her or her views. My impression is that she can be positive or negative on different tech sectors and stocks. She is not a perma-bear on tech stocks.
I can't tell you how accurate her recommendations/predictions have been.
CASE2-----
As far as bearish arguments on tech stocks or PC stocks or the market, you can always hear negative arguments going back 5 years or ten years or 20 years.
If you read Barrons, Alan Abelson is as close to a perma-bear (on the stock market in general) as anyone I've ever read. As far as accuracy, my impression is that if you either ignored what Alan Abelson said about the general stock market, or used him as a contrary indicator, you would have made a lot of money in the stock market.
I've read Barron's over 17 years now (off and on), and I don't remember Alan Abelson ever being positive on the stock market. He could have been, and my memory is far from clear on what he actually said over the years, but I can't recall a single time when he ever advised his readers to invest or buy stocks (the general market. He often highlights specific stocks that unnamed sources are pushing as longs or shorts)
-Larry |
