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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: Kirk © who wrote (1735)10/21/1998 6:01:00 AM
From: Justa Werkenstiff   of 15132
 
Kirk: "Would this mean then that the p/e leaders in overexuberance would not still lead the market recovery and march to new highs?"

Usually, big caps or market leaders have and should lead the way out of the slump. It was not until last Friday that small caps caught fire and it was not until after they had continued to dive througout the correction.

Last we heard from Brinker on this topic, he was waiting for the money flow into the small caps but has noted frequently that the foundation for small cap outperformance had been set. Who knows if he has changed his mind as he was not on the air last weekend. I made the decision not to wait because I saw enough reasons to get more exposure in this sector immediately.

There have been a number of comments that support my bullish views on the small caps stated here on this thread. Many said they were thinking the same thing. With that unscientific sample in hand, I see the herd just around the corner.

Yesterday, my smaller caps (under 100m) moved huge and their gains stuck. The first real wave of liquidity hit those puppies finally. The smaller, small caps were the first to fall in the correction and were the last to recover. Ride the wave!!!

Footnote: over 50% of S & P stocks reporting have exceeded earnings expectations for this quarter with 18% falling short and the rest coming in as expected. As we discussed here, exogenous events have moved off the radar screen and earnings have become the focus and they are not so bad after all in relation to expectations.
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