SI
SI
discoversearch

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.
Politics : Ask Michael Burke

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Knighty Tin who wrote (42743)1/9/1999 6:22:00 PM
From: Knighty Tin  Read Replies (1) of 132070
 
To All, Barron's report. Basically, another weak issue: 1. My favorite myopically bullish cub reporter, Jonathan Laing, touted the economy heading into a new age of prosperity. He quotes parts of what several prominent economists have to say to tout the market and the economy. Though he is forced to quote other parts of their forecasts that make his conclusions look silly, he does find one who is totally drunken with bullishness, James Paulsen of Norwest in Manynoplace. Guess the winter finally froze Paulsen's brain. <G> Then, after all that, Laing ends his piece dissing all economists. Good writing that makes no sense whatsoever. Gotta love this guy.

2. An interview with a pm who loves Asia ex Japan. Despite the fact that I half agree with him and half disagree, I find it odd that Barron's digs up these guys who had lousy years and quotes them as though they know something. And his year was not bad just because the markets were down; he underperformed those markets. Oh, yeah, I want to hear what he has to say. <G>

3. My buddy from Kansas City, Mike Winkle, finally made the Market Watch Section. Though I disagree with Mike often, including right now, he is one of the few technicians who at least tries to make sense. And he is great on picking sectors.

4. Bill Alpert touts Legato, one of my former put hero stocks, Network Appliance, the worst named co. in the biz, and Veritas, which is in vino. <G> These stocks are selling at or near all-time highs and for tiny pe ratios of 75-100x current eps. I'm glad he dug down and reported on some undiscovered stocks. <VBG>

MB
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext