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The Market Finder's Bottom and Rockets
A, no, that sounds funny to sot of describe them that way, but that's really the way i think about it. Those stocks are so far away from the index, they are as far away from it, than they were in two thousand at the peak, and two thousand and nine at the trough. The only way that you can approach one of these problems like this, where you don't know where the market's going is to start valuing stuff. And if you look at these things on a valuation basis, i think there's some very good value out there. There are very good businesses with rock bal cheats. If this is not the bottom, it's no