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To: Grommit who wrote (43855)8/11/2011 9:17:06 PM
From: Shane M  Respond to of 78476
 
Another bad feeling would be to miss the boat on the turnaround? How do you know that 50% cash is the right call at this point in time? How sure can you be that things will get "stupid cheap"?

I don't. Nobody does. what my post was trying to convey was that my tendency is to move in too fast - always has worked that way for me - so I'm trying to correct for my incorrect tendency. I'm trying to be more patient deploying cash this time. I could be totally wrong :-)