Zeev's Turnips Patch-No Politics (ZEEV)

[dvdmogul]

That seems to be the common conception. My portfolio has a return on capital way beyond 100% over the period mentioned. The key for me was to stick with MY Supply plays and trade the intermittent squeezes with about 40% of the holding and keep adding on pullbacks. My Supply imbalances are producing 100's of % gains on purchases from last year simply because we stalked the bear at the bottom and kept buying all the way through the malaise....That is what I call contrary investing.

As we harvest long term capital gains we redeploy to sectors still in bear markets, and there are more than a few of them right now.

But I admit I may have mistook some portion of the post on dillers company. But when I read it the first time, I said to myself, why would a short position player say those things, its just another position, that Moves up, so why would he discriminate was my thought, by adding that fundamental stuff, needless to say I was confused then, and remain confused now.

Zeev of all people knows That Investing and trading are different gigs, LTBH should always have a place in every persons portfolio. One must focus on some trees to know whether the value of the forest, is accurate. IMO the biggest problem for most people is that they lost sight of the products of trends by reading headlines and proclainiming the sky was falling, where across many growth companies, the gloom affecting their stock prices was someone elses headlines, but like a good Timex, just kept on ticking and that is how it always is.