Keeping it Simple
Ride the high quality growth companies.
Pick up the value plays, which also should have growth prospects, that haven’t moved yet.
Bull or not I don’t want to be buying crap that could go down at any moment and should stay down.
… In other words invest like we are in a bull but pick companies like we are in a chronic bear.
Erik,
Thank you for these brief, punchy, wise investing posts, that help us keep steady on the path.
Agree with Alyoshak