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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?


To: cfimx who wrote (641)12/7/1998 1:38:00 AM
From: Shane M  Read Replies (1) | Respond to of 4691
 
twister,

Thanks for the comments. I think we'll have to agree to disagree on BA. I can't justify a buy here in Buffett terms, and think they're letting their leadership position slip. They've managed to screw up what should be a good business.

In other matters, I'm back into market timing again. I try to resist, but ever so often I get the urge to pick a top or bottom. I'm looking hard at raising my cash position even further right now, or at least rotate money into new opportunities. The trip from 7500 to 9000 has produced alot of big runnups in alot of the stocks I have, and I'm still a bear at heart.

I find it very difficult to be a "buy and hold" type investor. The more my stocks go up, the more I want to sell and get into new opportunities. Was wondering if anyone would like to comment on how they deal with this dilemma?

Shane