Agreed, and in my opinion he's 100% right. But I'm still invested in both. The market hasn't been working on fundamentals for a long time. I have a fair amount

Agreed, and in my opinion he's 100% right. But I'm still invested in both. The market hasn't been working on fundamentals for a long time. I have a fair amount of value stocks and a bunch of cash lying around, so I'll be ok. I really feel for anybody trying to invest to grow right now; there's no obvious safer play.