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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Alan Bell who wrote (909)9/11/1998 12:35:00 PM
From: Lars  Read Replies (1) of 15132
 
Alan,

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It is certainly difficult to buy at this point but this thread may very well be right that this is a unique opportunity. Let me throw out a few related questions for discussion -

1) Given that we are coming up to preannoucement period, when does one invest relative to this period? Usually we see negative announcements during this period and often this pushes the market down. Would it be better to wait until the end of the month to get through this period?
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I am not sure. My personal plan is that I usually buy according to my plan and ignore the noise. I am not saying that you may not do better by waiting. I build my positions via dca'g (mutual funds and specific stocks). I would go crazy if I listened to all the noise.

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2) Investing in the total stock market would certainly be a reasonable way to invest at this time. But I suspect the real gains are to be had by investing in the right sector/category. Is the flight to quality going to continue and large caps going to continue to be the winners? Or are we going to see a rotation? What are the "beaten-down" blue chips?
-- Alan
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The total stock market is an excellent choice. Great core holding.

Personally, I dont see how a person with at least a 5 YEAR time horizon can go wrong buying blue chips. I personally dont subscribe to rotating sector e.g. going to small caps.

I do however see once in an investing career opportunities by buying positions in sectors via dca'g that have been absolutely pummelled eg. semi equip mfrs.

AS BOB ALWAYS SAYS, limit your exposure to specific stocks to 4% of portfolio at cost.
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