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Strategies & Market Trends : The Rational Analyst -- Ignore unavailable to you. Want to Upgrade?

To: ftth who wrote (1608)	6/22/1999 6:34:00 PM
From: HeyRainier	Respond to of 1720

Those are good questions Dave. Is following this sector a semi-long-term assignment for you or more of a quickie job? This looks like it is going to be a semi-long-term assignment. The others here all specialize in one field or another, whether it be semi-conductors, pharmaceuticals, thrifts, etc. I was given a choice as to what I would like to focus on, and I decided I wanted to look at companies with a regular shelf product that could be analyzed by product turnovers, inventory levels, etc. Are the retail sector's components defined for you or is that for you to decide on? The company follows a large-cap strategy, but that certainly doesn't stop me from being knowledgable about the up-and-coming companies. Research reports from Goldman Sachs, Prudential, Schroders, etc. are now beginning to pile in, and I get a little bit exposure to everything. Strictly limited to those silly companies with earnings and cash flow, or are the virtual retailers part of the universe too? It looks like it is pretty much confined to a brick-and-mortars kind of company. Specialty retailers also? Specialty specifically. Gap, Limited, Tiffany, etc. Any constraints at all on financial parameters (i.e is this targeted for a specific portfolio with pre-set boundaries you must work within? It must be large cap, but at the minimum, I would imagine, would be at least $5 billion in market cap. RT

To: ftth who wrote (1608)	6/22/1999 6:36:00 PM
From: HeyRainier	Read Replies (1) \| Respond to of 1720

Qsound Update: Message 10227317

To: ftth who wrote (1608)	6/23/1999 5:30:00 PM
From: HeyRainier	Read Replies (2) \| Respond to of 1720

I just got a report that came in from Goldman Sachs, which covers Internet Retailing. Given QSound's related move into the field, it would certainly be something worthwhile to read. RT

To: ftth who wrote (1608)	7/25/1999 1:23:00 AM
From: HeyRainier	Read Replies (1) \| Respond to of 1720

Dave, I think I may have built Marty Schwartz's so-called "Magic T Oscillator." It's based on the premise that markets move an equivalent number of up days and down days (though the magnitude of upward moves may on balance be higher, over the long term). It seems to work better when combined with my AB Channel indicator. For samplers, it looks like PeopleSoft hit a short term bottom. Double indications show the 7/22/99 close at $13.375 was a potential entry point. The stock closed up to $14 1/16 on Friday. Just some interesting stuff--mostly intended for short-term based trades, however. But the artwork behind it is that it is able to quantify the Blackjack concept of card counting, but applied for stocks. --Rainier PS. The downside is that it remains imperfect. I am still working on optimizing it and seeing if it would work better with other combinations of indicators.