Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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Dec 31 3:59 PM EST

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To: Return to Sender who wrote (14365)	4/15/2005 11:15:26 AM
From: Sam Citron	Read Replies (1) of 25522

What sector do you think we should be researching hardest now? First of all, the subject needs to be plural. We cannot afford to be in only one sector. Too dangerous. I want to be in many sectors and adjust weights as conditions warrant. A good equity strategist is Ajay Kapur, now with Citigroup. You can read how he was positioned as of 3/23/05 on pp. 14-15: Message 21229596 Note that telecom and semi equips have shown the most dramatic improvement of all industry groups. It is time to nibble there now. But the top sectors now are all defensive (food, bev, tobacco, pharma, consumer staples) + insurance (because names like Marsh and AIG have gone through Spitzer's wringer). Kapur was on CNBC yesterday. He's not a screaming bull. On his "fear-love sentiment index" he said we are still in the middle of the range. Note how much money you would have made yesterday if you were short the sector at the bottom of his list, materials. Sam

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