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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread -- Ignore unavailable to you. Want to Upgrade?


To: Boca_PETE who wrote (7092)5/18/2012 12:15:42 PM
From: rsie  Read Replies (1) | Respond to of 10065
 
yes, makes sense. if we are in a credit bubble that involves sovereign debt, it will take another major downturn to get the PE's to single digits again.

my friend is now buying stock again. i use him as a contra'indicator. i agree we are in a topping process. but i think that we may be in a "social networking" bubble at the moment.

we have some upside from here. in my opinion.

still like semi's here.