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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Daniel Chisholm who wrote (8673)	10/18/1999 1:15:00 PM
From: TwoBear	Read Replies (1) \| Respond to of 78666

Sometimes I wonder why everyone is endeared to make a market direction prognostication and claim "you heard it here first?" Not trying to flame Jim but every thread I travel, there is someone who is calling the crash first. Which, for all the more reason, leads me to believe that it just isn't happening, yet. Too much bearish sentiment. (Although, I did reallocate my portfolio to 75% cash / 25% equities last Thursday on a TA basis) I preferred to err on the conservative side this year with it being October, negative TA, outlandish valuations. I must also ask what is defined as a "crash"? The DOW is already down 13% from all time highs. Have we already had a "crash" and it has been gradual instead of 13% in one day? Are many defining a "crash" as one HUGE down day as in 1987? Are we now bottoming? (I think not) Although I find it hard to be true, sometimes I wonder if value investors are incorrect in the belief that we are not in a "New Era" of valuations? Are we? I don't know. Wish I did. Enough rambling. How about lets start a discussion of what stocks will become undervalued if and when a "crash" occurs? I, myself, am interested in large caps that might become attractive on a valuation basis. But, if others prefer small caps I believe all comers will be welcomed. If one finds my post offensive or completely out of touch please let me apologize on the front. Just trying to discuss some of the current thoughts traversing the synapses from neuron to neuron in my CPU. Scott