02-17-2014, 07:16 AM
(02-16-2014, 03:07 PM)Kerim Wrote: But it is easier to get caught up on the "shiny objects" outside of that ring when prices and multiples are up, as is generally the case now. When all of the core stocks feel expensive, it is natural to look elsewhere.
While tempting to look elsewhere, I do not wish to over trade and when the core is expensive I've found it best to keep my powder dry.
Good luck to all.