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Re Investment Journal Review - A Handful of Winners and One Big Loser
Posted by: sapporosteve (IP Logged)
Date: October 14, 2013 05:15AM

Sorry 2011.......not 2012



Guru Discussed: Bill Ackman: Current Portfolio, Stock Picks
Stocks Discussed: BRK.B, MSFT, AIG, BAC, C, GS, WMT, JNJ, PEP, JCP, DFZ,
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Re Investment Journal Review - A Handful of Winners and One Big Loser
Posted by: The Science of Hitting (IP Logged)
Date: October 14, 2013 03:49PM

Sapporosteve,

In all honesty, I don't look at the market as a whole; but as you suggest, plenty of stocks have gone up over the time period in question, as was the case with the large caps / blue chips I mentioned. Obviously finding multiple high-quality large caps trading at attractive valuations would suggest that the market as a whole is looking pretty attractive, and vice versa; but since I have no interest in buying the market as a whole, I never really look at things like that.

Thanks for the comment!



Guru Discussed: Bill Ackman: Current Portfolio, Stock Picks
Stocks Discussed: BRK.B, MSFT, AIG, BAC, C, GS, WMT, JNJ, PEP, JCP, DFZ,
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