The fact that these stocks are trading below cash value is good IMO. Sooo much money follows indexing strategies which creates the bubble that will poop one day. With interest rates going back up then this should create a negative money flow out of these index trading strategies. Point being, since we are not part of the index trading crowd then we should not be impacted by any selloffs if/when they happen to the big end of town.
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The fact that these stocks are trading below cash value is good...
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