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 : Waiting for the big Kahuna
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tommaso who wrote (14998)3/14/1998 10:12:00 AM
From: Bonnie Bear   of 94695
 
Tommaso:
It all depends on what they're putting their money into.
I guess I'm nuts. I've been buying into this market wherever I see opportunity. Here's my sectors of choice- REITs, utilities, corporate/convertible bonds, microcaps, pension-plan stocks and brokerages.
Foreign tech stocks are cheap here. For that matter, Sony is cheap- compare Sony to Dell !!! And as noted elsewhere, FAMCK- congress will take good care of it.
I remember a time in the mid-80s when nobody wanted a US tech stock because the Japanese could do it without a profit margin. Could it happen again? I think so.
I'm betting that interest rates go up sharply as soon as the feds have collected enough taxes to balance the budget, and I'll have better opportunities in the future in a interest-rate-induced bear.
I notice that REITs have been in a bear for some time, they are selling at a 40-50-60% discount to the rest of the market. Utilities are sinking again and corporate convertibles and bonds tied to either sector are a bargain if you think rates will never go up again.
Latin American stocks are an incredible deal right now.
Whether I like it or not, my pension is tied to the stock market. I am forty years old. So I seriously doubt it will go out of business in the next thirty years.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News