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Non-Tech : Kirk's Market Thoughts

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To: Kirk © who wrote (4993)	9/23/2017 12:43:07 PM
From: Kirk ©	1 Recommendation of 26438

I should add GE to that mix of companies I didn't own back in 2000.... Bob Brinker on his radio show convinced my parents and millions of others it was "like a mutual fund" so you could have as much as 20% of your portfolio in the single stock. I got paid money as an analyst to show it was over valued relative to the S&P500 by a factor of two so the firm got people to take profits and buy value stocks which worked well. I got my parents to take SOME profits but they were upset when GE crashed and Brinker waffled on his advice and just started to say it was like all stocks and should only be 4% of your portfolio. Sort of reminds me of Cramer these days..... The indexes could get crushed or lag seriously if the top few have issues while the smaller tech stocks with dividends and growth I like but are not all in favor yet become new leaders.... GARP Growth At at Reasonable Price could be the next big thing. I got a letter from my largest managed fund, FLPSX, that they are changing the charter to let them pay more than $35 a share for stock as long as the earnings yield, 1/PE, is higher than the average Russell 2000 stock. That will mean more fund flows into GARP!

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