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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (6015)6/18/1999 1:20:00 AM
From: Carl R.  Read Replies (1) | Respond to of 15132
 
Justa you are correct. The first phase is a rise by the big caps. Once AMAT gets ridiculously overvalued, the money starts searching out other places it can hide, and then the smaller stuff with less to offer takes off. I have a couple indicators that I use to track this, but thus far I do not see any sign of a shift away from the quality stocks. Actually I use this indicator more as a sign of when to get out of this sector entirely than when to move to small caps, but it could also be used the other way.

Carl



To: Justa Werkenstiff who wrote (6015)6/20/1999 1:29:00 PM
From: Lars  Respond to of 15132
 
Justa,

>>>
All three are industry doormats and it will not make any difference. When I was being subjected to child labor laws and worked at a sewage treatment plant in an earlier life, you could always count on the crap to rise to the top at the last stage of the water treatment cleaning cycle. Same theory here and history of previous semi capex cycles is my guide.
>>>
You are a riot. You need to raise prices at Stiff Capital Management.


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