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Pastimes : Home on the range where the buffalo roam
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To: Boplicity who wrote (8365)7/24/2002 9:48:06 PM
From: pbull  Read Replies (1) of 13815
 
Good market call. I'd go a step further and say the megacap financials, C, JPM, etc., lead the index. Sounds boring, I know. But keep in mind, Janus was a huge piller under the tech market for a long time, and I don't think they're going to return there in a major way. They'll use what they have left in a more valuation-sensitive style, or at least that's what they say. C with PE of 8.7 is really attractively priced.

PB
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