Dear all

If you could invest in a healthcare company with a fwd p/e of 6x and EPS growth of 100%.

Is that a company to sell, just coz the market is falling? No

The market is like a giant pendulum with values swinging from over to under valued all the time.


Instead of seeing "Market crashes again, now off 14%, trading at 12 months lows" think of it like Benjamin Graham.
"Shares get cheaper, SALE SALE SALE, buy quality companies at sale prices"

Aviod specs, and companies with no E. Buy solid firms with a track record of earnings.

If you are still worried about the "market risk". Just hedge out your portfolio via an index short on the SPI.