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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (7970)	4/4/2001 7:28:07 AM
From: Brad Davies	Read Replies (1) \| Respond to of 19633

Tom, I was very surprised to read you are now "net long". I can't see any reason to be buying at this time. You are saying, implicitly, that you believe the market is now going to rise, rather than fall further, yet conventional value investors would suggest there is still further to fall, based on P/E valuations (remember the forward P/E's are now going to be lesser than the trailing in many instances). In fact, most of the stocks you mention buying do not have any E at all. I am net short, in fact, exclusively short. What makes you think we are headed up? Brad