Zeev's Ideas

[Koikaze]

ZEEV, TRADING - up to ZEEV:330397, 12/05/04

12/04: (330322) (*COMMENT*)
Zeev - I probably shouldn't have referenced back to the prior trade, because my main emphasis was on methodology and discipline. Perhaps it is "rude" of a piker like me who has not a fraction of your skill as a momentum trader (which is why I rarely engage in that!) even to challenge you when you stray into a no-man's land, or onto value turf where you are obviously talented and knowledgeable too, but maybe don't enjoy quite the same advantage. At any rate, no offense was intended and hopefully a post every now and then challenging discipline and methodology isn't so terrible.
(*END*)

The "discipline" does include deviating from the discipline. The problem right now is that most of the former value stock which were in the core have quadrupled (most of them were ridden up into the current crest) and it is very difficult to find good value attached to good future prospects. Above $20 AAPL became just another tech stock, and other stock seemed, rightly or wrongly better plays.