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Strategies & Market Trends : John Pitera's Market Laboratory
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To: John Pitera who wrote (17674)1/18/2016 9:35:00 PM
From: robert b furman1 Recommendation

Recommended By
sixty2nds

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Hi John,
Great charts,

Can't help but think this is so much like the 97 - 98 decline which I thought was a 4 wave and then the semis blew out a major generational distribution.

The shakeout was all about currency wars - emerging market debt and the US generally had a good economy but with a lot of questions and noise.

Then the runup into early 2000 was unbelievable.

If you look at the late 08-09 and October OF 2011 THERE ARE MAJOR OVERSOLD CONDITIONS.

I don't think we are in an 08 scenario - low growth vs hi growth lean inventories vs stuffed channels.

Granted we have low demand and excess capacity globally.

So I like companies with no debt and good margins with market share leadership - even if it is a small niche.

Let's let the dip show us 3 waves and the companies I own will have slow growth and pay good dividends.

Sooner or later debt laden companies go broke, and the conservative companies gain market share leadership.

If this market is correlating with oil-_ I'm thinking were not that far off from a bottom.

By the way -

2000 gave semis cheap.

2008 gave us banks cheap

2016 is giving us oils cheap

Is this not the best way to build a long term dividend growth portfolio.

Buy the dogs with no debt - when NO BODY wants them.

Some day they'll put our picture next to Warren's LMAO

Bob

Privileged to see your work - Thanks for the great charts.

Bob
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