SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : MARKET INDEX TECHNICAL ANALYSIS - MITA
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: High Country Trader who wrote (12526)6/3/2002 3:05:22 PM
From: dvdw©   of 19219
 
Funny that you should post this; I had the exact same experience Saturday night but not quite with that many people; I sensed the same conclusion, but broke the stalemate between those sitting and waiting by proposing to these people a definative strategy to take. That strategy is to focus on rotating into beaten down value, and there is plenty of it, but that does not mean to rationalize the last business cycle to the next one. Government spending will be very strong for obvious reasons hence rotation of telecom money to defense is almost mandatory for survival. The Next business cycle is unfolding, and people are still hoping that the last business cycle will re emerge. There are definative ways to play this market, standing still and hoping for redemption isnt one of them.

Huge opportunity is staring everyone in the face. TRW has a market cap to sales value of .43 that is ludicrous. NOC is .88 that is ludicrous.CSCO on the other hand is $6.35, now that is where the problem lies, it's the misallocation of capital nothing more or less, against the forward business cycle. Small cap defense especially where fundamentals point to forward earnings are hugely undervalued. Take a look there is gold in them hills.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News