SI
SI
discoversearch

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.
Strategies & Market Trends : Rande Is . . . HOME

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: carepedeum2000 who wrote (51609)5/22/2001 10:13:18 AM
From: maverick61  Read Replies (1) of 57584
 
Carep - you noted "also with recovering ipo market and market improvement in general, look for brokerage stocks to have a good summer, mer, mwd,jpm, and bsc (takeover target) will all do well imo "

As you know, I have mentioned the financials / brokers several times the last few months so I couldn't agree with you more. And I will add 2 reasons to the ones you give which I think will actually be bigger catalysts:

1. 5 fed cuts will easily help the brokers
2. WHile the IPO market is starting up like you mentioned, actually there has been lots of activity in the fixed income issuance markets as of late. Those big brokers make very nice underwriting fees on those as well

So I think the brokers are a safer longer term play for those so inclined
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext