SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: TREND1 who wrote (57940)4/28/2002 1:17:54 PM
From: Dale Baker  Read Replies (2) | Respond to of 99280
 
1. Nice to know.

2. Risk/reward is lower because the earnings are stronger in these stocks compared to failing big caps and NDX-type techs.

3. Sept. 21 was a great time to buy but most value investors would not be market timing like that. They probably owned a full portfolio before the September drop and rode out the lumps.

4. Hal is a smart cookie most of the time. And he doesn't feel the need to post 200 rants a day like some other posters on the thread (the reason I bookmark a few people here and only occasionally catch up on the whole thread at once).

One important area why I differ from many value investors; I don't mind buying stocks that are going up, and I love buying stocks that hit new highs.

Like Zeev says, stocks that go up tend to keep going up for a while.