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Politics : Formerly About Applied Materials
AMAT 230.17-1.4%Nov 7 9:30 AM EST
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To: Proud_Infidel who wrote (41298)1/4/2001 8:10:14 PM
From: Jerome  Read Replies (3) of 70976
 
Could all the analysts all be wrong at the same time?

I just reviewed the recent Business Week with the title "Where to Invest in 2001" What caught my attention that after reviewing every ones top picks going forward, that there was not a single semi-company on anyones list. SNDK was recommended as a short.

To me this avoidance of the semi-companies makes perfect sense. All of the MBA trained analysts were taught the same by the same methodologies. Yes they have their spread sheets and know how to use Excell. But essentially they were all taught in the same one room school house, and never learned how to think out of the box. Like school kids they peak over each others shoulders to check their work, and try to avoid being different. In the real world the kid that is different rarely gets rewarded for being different. (more likely punished)

My second observation is that for those of us that have to make a living trading stocks (long or short) the best rewards come from having a concentrated portfolio in an area avoided by all the analysts.

Attention all thread viewers... we are in the right area at the right time.

Regards, Jerome

note: I have no credentials, no MBA. I studied Philosophy, Linguists, and History in College.
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