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To: Greg Jung who wrote (103277)	2/20/1999 10:17:00 PM
From: On the QT	Respond to of 176387

Hi Greg, Mike seems to favor to a contrarian methodology based on perceived value. To wit: MDB " I think a contrarian approach is best to win in both" (stock market and horse racing) Mike than makes a strong value tie in for both games. You describe him as a bear. Perhaps you are right. I don't have an opinion on that (other then to volunteer that my approach to the market is viewed from a bullish perspective. ) Bear or Bull, Market or Track, application of ones opinion is similarly dependent on skill. Mike throws in a good helping of luck. It helps :) I contend that over a period of time skilled selection application will show superior results. We tend to agree more than not on the subject. My reference to knowing when to get on and off and the comparison to horse racing had more to do with determining value. When to take action on a stock that in your opinion is overplayed or under appreciated and thus ripe for correct investment application is not so much a matter of crystal balling it as one might think. Similarly, in horse racing determining when a horse is over played or underplayed is crucial to the value equation. However in the market, those that make that determination before the masses reap more in benefits than those that do so in horse racing (for reasons already posted). There are those who seem better skilled then others in selecting their opportunities and deselecting their "also rans". My reference had more to do with recognizing and making the most of what comes and the least of what goes. This holds true in horse racing and in the stock market. Regards, QT PS I view Mike as knowledgeable and skilled. A bear? Perhaps. But a pussycat? Gregg, what is that line? I think it was said in political debate "Sir, I knew JFK and I can tell you, you are not him!" :)