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Strategies & Market Trends : Waiting for the big Kahuna

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To: bobby beara who wrote (20004)6/8/1998 11:25:00 PM
From: set  Read Replies (1) of 94695
 
pleasure.

> what's next?

dunno. :)

I heard dell was down to 24 hour turns. why
stop at $90. considering their current market
share I see no reason it can't support a p/e
in the hundreds. the story with dell always
seems to be 'buy now, find out later why it
was a good idea'.

why only a megacap rally? all kinds of things are
happening.

some stocks I find interesting, either potentially
to buy or just to track:

retail is strong (GPS).

housing related stuff is promising (ICP).

there's a Home Depot wannabe in Israel (HOMEF)
that seems to be doing well. All Israelis
secretly wish they were americans. shhhh.

there's some value in small techs (MTIC).

my portfolio wouldn't be my portfolio
without one or two suicide missions (MRVC) (NSPK).

in any market some stocks just get forgotten (APPM).

some pretty charts (GLYT, BUS, ATRO, CTAL). I don't
pretend to understand why the market likes these though.
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