07/03 Week, page-267

Everyone should be putting at least some money to work right now. Is this the bottom? I dont know, no one does. But if you're not putting any money to work when the Nasdaq is down ~20%, some of the biggest and best companies are down anywhere between 10-50%, then i dont know when you ever will. Its certainly possible that we are near the bottom and could begin to rally. Its too risky not to be putting any money to work (long term holds) at these discounts and then miss the next rally.

ETFs and good high quality companies that will still dominate for the next decade.