Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: pater tenebrarum who wrote (31129)	10/22/1999 11:21:00 PM
From: James F. Hopkins	Respond to of 99985

HB; Well it's worth watching for, but I'm not betting on it yet I will try to screen some "true" small cap funds that have been in the garbage for a while and see if their navs make a turn up. --------------- All eyes are on the fund winners..but at times like this the winners may have to re-allocate their portfolios, in so doing if they pick up some small float stocks that they can run up they window dress their Navs..but the second effect is the small cap funds who every one has abandoned suddenly find their holdings going up in value even though they don't have the cash to buy with. That cycle happens from time to time and about the time CNBC starts catching onto and pounding the drums it it's about half over. Will this happen, well I'm sure it will as it has in the past but when it will happen I have no idea , but I think it's time to start screening the "true" small caps funds and watching for some spikes. I don't advise jumping into picking the stocks, as the ones that will run will not do it so much on earnings , it will stay a Mo Mo market but maybe just shift it's focus some. These things are often bought/sold via a pow wow with fraterity brothers who will help with the Mo Mo..and can be trusted not to jump ship ahead of the signal. ie the frat brothers all dump at the same time, they sell calls and buy puts in advance. It takes to much time for any one person to track very many stocks, the way they need to be tracked so I just mostly watch the funds. ----------------- I'll PM you one I saw today. Jim