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Strategies & Market Trends : The Thread II
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To: marquis103 who wrote (3463)7/2/2001 10:56:33 AM
From: KevinMark  Read Replies (1) of 9026
 
>>>I've decided to pick up out-of-favor stocks and wait for them to turn around, and some of the semi-equips fit that bill<<<

The market has also decided to wait for earnings, as is the case when a bottom is in. These manufacturers will begin receiving orders to plan for the x-mas holidays and this will be reflected in a major surprise to the upside in the book to bill followed by a major run in the markets. Funds are buying as they should be. When that book to bill comes out, futures will be lock limit up, and stocks will pop 20-30% on that #. Then the should woulda coulda's will be out in full force. So plan now. Any stock that has warned like TMTA should be looked at aggressively as a buying opportunity.

regards,

KM
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