The New Economy and its Winners Message Board

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Strategies & Market Trends : The New Economy and its Winners

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To: 16yearcycle who wrote (5309)	2/10/2001 6:11:59 PM
From: Mark Fowler	Read Replies (2) of 57684

Gene my focus is going to be much more on value investing in key sectors. I see too many investors who are still in love with techs, Including myself, and reports that many are leveraged on them possible hoping to make their losses back. I have reduced my exposer from tech down to 15% of portfolio and more into energy and value stocks. I can see Sunw , Csco , Emc, Jdsu, and Msft and others that could roll back more, making lower lows again... the market can over shoot to down side as well as the upside. And I don't blame this on the FED all stocks will correct in time back to the mean again. Right now I don't see the situation changing for growth stocks, however some time in the Fall or going into the Presidents Second term. The wild card to all this how fast the energy problems are resloved, Noting that the New Economy has been the focus of much discussion over the last year or two, energy has taken a prominent position on my agenda. Last, i will not chase tech until i see within major tech indices forming into positive patterns . I see no change in any of these tech indices yet but continual rotation out of them, imo.

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