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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: gdichaz who wrote (47789)10/11/2001 12:38:18 PM
From: areokat  Respond to of 54805
 
>>The question is what do we do now.
What to do? To each his/her own based on their own DD.<<

Cha2, I think we'll get a clue from the next portfolio review (November?) as to what our threadmates are doing. Based upon cash positions, some will be in, so will be out, and some will have significant cash positions.

I think what we are currently fighting is the recent environment in which all the news is bad or is seen as bad. Since this has been going on for some 18 months many are starting to feel that it will never end. The consensus spin by the experts is and will be "it's too early for the market to turn, more bad news is ahead". Heck, that's all you hear out of Crammer even now. I look for the institutional money to be in chase mode after the market has risen significantly.
FWIW

>>But what has happened makes a "buy" now less dangerous than at the beginning of this year.<<

Ditto that.

Kat