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Strategies & Market Trends : Rande Is . . . HOME
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To: maverick61 who wrote (50786)4/19/2001 12:53:04 PM
From: American Spirit  Read Replies (2) of 57584
 
I am the CEO of MSTR.
Just kidding.
Seriously, the trend is still up but now more gradually. No more 400 point moves. So I sold my two best performers from the spike (tearfully parted with GE and EMC but hope to see them again someday) got rid of my margin debt and will look for more value. Dipping today are the Baby Bells, WCOM and FON which sometimes happens when "growth" tech are the focus as Baby Bells are considered somewhat defensive. But investors are making a mistake. I believe WCOM at 19, FON at 21, SBC at 41 and VZ at 52 are clearly buys. NOVL, UIS, LOR, PALM and LU my play dogs now. But not expecting to double money here unless there's special news, just a nice 25% or so into mid May. Easy does it. At last we're at a higher level now and are likely to stay there. But the big telcos are laggarts. Only a matter of time before they catch up. And I see them at their bases now. So maybe no risk at all.

You like that? "Maybe" no risk? Heh heh Who ever knows?

My only regrets, that I used limit buy orders on my fave picks to rally like AAPL and ERICY and didn't get them. When it's rally time it sometimes pays to buy at market, and quickly. Oh well.

I'm Mister Telco for awhile here. Feels very secure.
PE's are very low and though earnings are flat, revenues are just fine. So earnings will follow. And they will all benefit from lower rates.
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