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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: nokomis who wrote (62912)	9/23/1999 8:37:00 PM
From: Jenna	Read Replies (6) \| Respond to of 120523

YUM, TEAM and some others mentioned. YUM might be a trade to NOK and TEAM might be something I'll be watching, or whatever, but there are stock holders "investors" that have lost their shirts 'holding' YUM as a solid, quality company. Now others like NOK or whoever will profit from the 5 or 12 points gained, didn't partake in the 50% loss the stock suffered. So who is the smarter investor? but I'm amazed that the 'buy and hold' mentality is still so rampant as the right away advocated by the 'Barron'-mentality' crowd. The DELL's, the MRK's, the DAL's. all tanked in last few months The nets tanked also, but then what happened? They came back like gangbusters, and other companies took their own place on the 'winner's podium'. .. there was ADRX, IMNX instead of 'rusty' old MRK and WLA.. There was HLIT, GALT, ENTU,SNDK, LXK and ETEK to take the place of CPQ,COMS.. or what happened to stocks like BAC since Mid April. A great deal of establishment (i.e. your 'parents' stocks were all down, boring and non too profitable.) stocks tanked just like the nets.. Only they have stayed boring and non-profitable, while our companies from this and other threads have proliferated and given us lots of profit. Just compare a chart of ADIC, CHIR or NTOP with the charts of DELL, WLA, and COMS. Barrons decided about 8 weeks ago to bury AMZN and AOL so their 'establishment' stocks could come back into favor. It worked for a while but then new ones took their place. Up popped RHAT, NTOP, PHCM, KIDE, etc. I'm not sure that sat too kindly with the 'institutional establishment' eiher. They made fun of our stocks called them 'pasttimes for bored daytraders'. Whatever happens, the nets, telecommunications, biotechs, will continue to flourish no matter what the establishment at board meetings do to try impede their popularity. Companies with small floats like RFMD,CREE HLIT will flourish because they are needed by the internets and companies providing better alternatives like wireless communications, storage, electrical components, Medical equipment, wider broadband width, easier ways to create and run e-commerce websites, faster and cheaper communications (i.e. NTOP, ARTC,ARTG,CYTC,) will be snapped up. I'm even starting to think that the whole 'daytrading' putdown and involvement with the SEC was perhaps a 'smokescreen' to get everyone out of the 'profitable' 1-3 day holds so they will go back to institutional type investing. Whatever it is, it sure wasn't the daytraders or swing traders that tanked the market.. Other stocks besides CMRC and PHCM began tanking. So BAC, a "quality" stock is up 2.2% with a peg of .38 its 12% growth rate, and trading closer the year low than high. Take a look at BFT an earnings play for two quarters that somehow did not 'light a fire' under our traders as I've noticed. With earnings growth of 35% a year its now near its 52 week high. Those are the stocks we should should be buying together with our 1-3 day high flyers. Traders were not living in an isolation chamber we knew the house of cards would topple, that is why we took profits at every opportunity. We are still gearing up for the next rally and will do the very same thing, we don't need 'quality investments'.. What are quality investments exactly? I'm sure every trader has some sort of 'core' holding (probably hi cap techs) and are somewhat protected in these times. I don't have a 'core' portfolio. Its a 'core' burden for me. My husband has one for our kids but it has nothing to do with my own trading. Even that one is churned and protected, nothing is left over without weekly, monthly scrutiny. Mr. Institutional Investor you can keep DAL,RAD,even S.. I'm just not interested. "The long bond also rallied in flight-to-quality buying as traders and investors sold stocks to buy bonds" Interesting.