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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

LRCX 155.15

+2.1%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Fortinwit who wrote (5258)	5/5/1998 3:11:00 AM
From: eabDad	Read Replies (1) of 10921

Forti: While Carl Johnson & Co. do not market themselves as "timers" they do write an investment newsletter and recommend positions in stocks - therefore they should be measured as such. Carl listens to the equipment companies too much, often the last place to look for a change in the market fundamentals. He also tends to try and dig up competitive site info - very little of which makes a real difference on which company gets accounts to the point of affecting stock price. In my experience, stock prices are set by (in this order): A. Market fundamentals 6 months in the future B. Investor psychology C. Company fundamentals - market share trends and product position D. Market fundamentals today E. What the company says F. Single account competitive stuff Carl spends all his time on D through F, some C, but very little on A and B - therefore he cannot be a good market timer. Z

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next