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


To: MrGreenJeans who wrote (2553)12/22/1998 5:32:00 AM
From: Justa Werkenstiff  Read Replies (1) | Respond to of 15132
 
MGJ: Your analysis is sound. One should review their allocations here. This market is being driven by seasonal factors and huge liquidity in the system at this time. It has upside but risk/reward analysis puts it squarely on the risk side short term. I will be selling stock after the new year arrives.



To: MrGreenJeans who wrote (2553)12/22/1998 10:04:00 AM
From: Investor2  Read Replies (1) | Respond to of 15132
 
Re: "I still believe at these levels 1999 is already being discounted as strange as that may sound."

That doesn't sound strange at all. The market almost always discounts earnings well into the future. Why should the present time be any different?

Best wishes,

I2

P.S. Good luck with your 95% equity exposure. That's way to aggressive for me. I'm surprised that you are being so aggressive with all of your misgivings about further upside potential.