For Hedge Fund Analysts and Managers Message Board

STOCKTALK

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.

Technology Stocks : For Hedge Fund Analysts and Managers

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Beltropolis Boy who wrote (458)	3/21/2001 3:02:09 PM
From: Wizard	Read Replies (1) of 499

When to plug your nose and buy? Let's put it this way.... The fed can fall behind, the fed can make mistakes but in the long-run, the fed never loses. If the fed loses, that means we are in a Japan style economy and that seems pretty far-fetched given the structural differences in how business is conducted. Business couldn't be worse for the companies I follow. Spending freezes by customers, layoffs, reduced forecasts. Can't find anything to buy because the fundy's are that bad. However, after this quarters results are in the market, it's time to buy. My guess is that we start to rise simultaneously with that (early April). Buy good companies once they reset expectations because the information risk is reduced and I see lots of companies trading near trough valuations. I have covered my puts and dying to cover shorts but I am going to do this incrementally and get long. For now though, focus on March Madness. Kansas/Illinois game should be good. NASDAQ 1854

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next