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Strategies & Market Trends : January Effect 2001
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To: Mad2 who wrote (226)1/22/2001 6:10:13 AM
From: Dale Baker  Read Replies (1) of 289
 
YHOO is like AMZN - a terrific but not very profitable service that should link up with an established cash-flow rich media or retailing company for long-term survival.

If either one is bought or merged, short them at the open after the news. They should tumble like AOL-TWX for a while.

My January effect plays are still nudging up - LPAC, SORC, RCOM and MGIC. All are sound businesses with long-term prospects. I wish I had scooped up many more tax-loss sellers in late December.
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