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 : Sharck Soup
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: GREENLAW4-7 who wrote (22529)5/12/2001 1:16:37 PM
From: American Spirit   of 37746
 
When bulls failed to appear yesterday I had some of my hopes dashed. But you leave out some very important factors in your gloom and doom analysis:

1) Where is all the money going to go if not stocks?
2) 3% interest rates are possible and will stimulate.
3) There are many recession-proof industries.
4) The internet is still exploding, just not e-commerce.
5) There will be mass consolidation/takeovers (LU, etc.)
6) Windows 2000 will spur a new wave of upgrading.
7) Lay-offs and lowered expectations mean beating estimates
8) Long-term bargain-hunting will continue
9) Even if the recovery is a bit late it will still be
visible for what it is when it happens and in some cases
like UIS is also visible and has been reported as
positive guidance.
10)Some huge PE's are illusions and the stocks actually
are cheap due to low market cap vs. hard assets and low
burn rates
11) Stocks like NT, WCOM are still near their lows
12) Stocks like AAPL have half market caps in cash and
can pop back with new product success (e-book)
13) Telcos like VZ, WCOM already have very low PE's
14) IBM has quite a low PE and is doing great
etc. etc.
15) Bears are angry at the Fed for cutting but they know they will be hard-pressed to fight an aggressive Fed.

All that said I'm not a big bull on the economy itself.
We are in a slow growth mode now. Therefore I shy away from anything with a lofty valuation, have some oil stocks, as well as defensive stocks like VZ which went up 20% during the last big tech sell-off period. Just to counter-balance your argument. There is light at the end of the tunnel and a silver lining to those clouds.
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