Stock Attack II - A Complete Analysis Message Board

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Strategies & Market Trends : Stock Attack II - A Complete Analysis

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To: dennis michael patterson who wrote (6992)	5/4/2001 12:07:09 PM
From: Paul Shread	Read Replies (3) of 52237

The Fed has pumped an unprecedented amount of liquidity into the economy. That should at least goose the heck out of the old econs like AA and BA and UTX (am long all three and will add on this pullback) whose earnings have held up well. Tech's fundamentals are atrocious. If tech takes off, it's going to do so without me. The only thing holding up on a YOY basis and still in buy range is ORCL, and I'm waiting to see how ugly their upcoming warning will be (I'm sure they'll wait for May 15). I'm long TLAB, MSFT and some truly despised things like LU and ADCT, but that's about it. NOK is the only tech on my buy list at this point. Took CSCO profits yesterday. My buy list for May 15 is AA, UTX, BA, NOK, PAYX, SPLS, TYC, HRB, ORCL (maybe) and KO. Have dropped a couple like NWL and DELL due to deteriorating fundamentals. Might add JNPR or CIEN if they get low enough. Just heard that TrimTabs reported $15 bill in inflows last week. Must be a top. ;-)

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