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Strategies & Market Trends : Sector Analysis (mostly)
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To: ItsAllCyclical who started this subject5/9/2004 5:51:36 PM
From: ItsAllCyclical  Read Replies (1) of 22
 
Based upon feedback I may cancel this thread and start a new one with a more narrow focus. Unless I can edit the header of this thread to include some of the ideas below.

Sample ideas to narrow the focus include:

1) Limiting posts to (in theory) to 1-2 per day. The idea is just to have one place to look for overall bigger trend changes vs day to day stuff.

2) Getting consensus from time to time on the best sectors (say 5) and trying to limit posting to those unless the thread decides otherwise

3) Limiting discussion just to sectors to go long - typically at multi-year lows. Shorting is far more difficult. The majority of my money has been made by investing in sectors trading at multi-year lows, playing contrarian, and waiting patiently for the recovery.

4) Limiting discussion just to highly cyclical sectors where technology does not play a big part. The reasoning here is that these sectors once they hit multi-year lows eventually come back. You can't say that about many techs since "new" technology is always coming out.

5) Limiting postings to one per week where each poster gives his current allocations to various sectors, viewpoints and why. Kind of a summary of the stuff most of do on various threads multiple times a day.

There are a number of quality threads on I-Hub and SI, but none that really cater to what I'm looking for. Most seem to get fairly specific on various sectors or include too much info on specific stocks. Sometimes it helps to just step back. I may just continue to post on various threads myself as this may be too time consuming or there may be no need with all the existing threads.

Just a few ideas to get started. Let me know what you guys think.
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