Jim Hawthorne

Russell 3000 Stock Performance YTD

In addition to SivBum's reply;
1. we can always find voices from the past, and Randy listed some in his submission on 1931: seekingalpha.com/artic...
2. there are no doubt opportunities out there; always have been and always will be. Question is why right now? What makes you think NOW is the time to strike?
3. lost opportunities are much, much easier to make up than lost cash. There was much talk of opportunities last August!
4. 'short artists' DO NOT cause market declines. Market declines make for 'short artists'. Shorts have to be covered sooner or later, and covering=buying. If you love those 'short squeeze rallies', then remember that they were triggered by those nasty 'short artists'!

On Feb 13 04:33 PM 2bagboy wrote:

> It's amazing that only a few short years ago Greenspan call the bull
> 'irrational exhuberance', yet today the small cap is being pummeled
> for unjustifiable inexhuberance. I track about 100 small cap value
> growth (stocks Buffett would buy if they were bigger), I invested
> in Lifecell in 2001 at less than $3 and road it to above $40. But
> I have never seen the opportunity that exists today.
> In order to make my watchlist a company needs to have doubled rev
> in the past 3 years and have D/E less than .25 (0) in many cases.
> Of these 30% are selling at or near cash. 40% at or below Net Asset
> Value. 100% have positive earnings.
> This doesn't make one bit of sense to me.
> There are boundless investing opportunities, unlike any we (our generation)
> has ever seen. But the detractors who wish to steal our money by
> filling the market with panic and hysteria continue to have free
> run. The DC leadership needs to take measures that calm the investment
> community quickly or there will not be enough money on earth to stimulate
> an economy being manipulated by ultra-rich greed mongers.
>
> Disclosure. Long on belief in my fellow Americans, short on the greedy
> short artists.