Profit taking, page-240

I also think cycles are important and that is a huge reason why I would take profits in a certain leading growth company.

Most of my study and research is based in these areas and it holds true that there are very good times for entry and exit into these companies regardless of price.

I agree wholeheartedly with Karcus on most of his discussion points, however only disagree that there are certain periods of time that I believe, yes you build a cash position, but NO, you absolutely don’t buy these companies regardless of price.

Time is is as important in influencing price when company fundamentals remain the same. This will no doubt be an ongoing debate we have, right Karcus?