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


To: Kirk © who wrote (9616)11/2/1999 2:17:00 PM
From: Justa Werkenstiff  Read Replies (2) | Respond to of 15132
 
Kirk: ML came out today and pushed AMAT, NVLS, KLAC and TER. Watch out for the retail dump here.They buy them and then tell you to buy them at a mark up. These stocks are overbought as is the NASDAQ. Large caps semi equips are dragging up others in the sector but there are some notable laggards in the small cap sector. I would take profits here in the large caps. The good times have been discounted in these stocks for now IMO. At least set stop triggers. Big boys look to want to push AMAT up above $100 around earnings report if they can. Then watch the buyer vacuum develop -- that is my thinking now. If these stocks do pull back, they may recover with the AMAT report -- no guarantees as AMAT guidance is the key. Everyone on the Street knows they are packing good numbers.

I wish we would close above NAZ 3000 so we can have the freakin' CNBC special and drag everyone into these high flyers. Let's push it up to the max here folks. Buy those big cap techies and push those P/Es up more.



To: Kirk © who wrote (9616)11/5/1999 8:50:00 AM
From: Carl R.  Read Replies (1) | Respond to of 15132
 
Sure is cool how you can put 1% bets into a couple of stocks and see them grow to a combined total of 10% of my portfolio! AND THEY ARE NOT INTERNET COMPANIES! 8)

YTD yields on my semi-cap index are approximately equal to ytd performance of the DOT index. If you go back to October 1998 the DOT yields are slightly higher. <G>

Carl