Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 166.34

+6.8%

3:37 PM EST

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To: Q. who wrote (10733)	11/6/2002 12:44:57 PM
From: Sam Citron	Read Replies (1) of 10921

N, My congrats as well on your well-timed excursion. Cary is extremely quality conscious and LT oriented which differentiates him from many other "blood" brethren. As I'm sure you have noticed, it smells a lot like January these days. As I said recently, it appears that fund managers are screening for stocks that have been beaten down the most and buying them rather indiscriminately. You have an ongoing interest in January stock speculation, a subject that has fascinated me for some time. I congratulate you on your efforts there which show so much promise, as the trajectory of your performance demonstrates. I have the following general questions: (1) What is the primary cause, in your opinion, for the anomaly known as the January Effect. (2) Is there any relation between price change during October and the succeeding January period? [If it is more than a coincidence that these two months correspond with the beginning of the new fiscal year for most investment entities, does a strong October tend to foreshadow a strong January?] (3) What would be the profile of the ideal January effect prospect? [In what order would you rank the following potential criteria (and what additional factors might you add): (1) biggest % decline over previous 52 week period; (2) price per share < $5; (3) strong balance sheet.] (4) Have you noticed that there is a reverse January effect of deferred profit taking which takes place at the beginning of the (calendar) year in those stocks which have had the biggest percentage gains of the year, where investors have previously deferred profit-taking for tax purposes? Thank you in advance for any comments. Sam

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