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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (9224)12/9/1999 3:55:00 PM
From: jeffbas  Read Replies (2) | Respond to of 78601
 
Nice analysis, Paul. What do you think it will take for "other" stocks to perform better. Will a period of tech stock underperformance do it, or will it take a tech stock plunge which will drag everything down, or merely the passage of yearend taxloss selling season. If the first or third, we here can continue to buy value stocks; if the second, then it is unsound do do anything but raise cash, and do what we feel comfortable with in tech stocks.

I for one am participating with my existing tech stocks, but not buying more. Other than that I am the bid on a small BB stock, which probably has a Beta of zero, and watching a list of stocks like HRC, CTX and EBSC.



To: Paul Senior who wrote (9224)12/9/1999 3:56:00 PM
From: JRH  Read Replies (1) | Respond to of 78601
 
For those shorting QQQ, did you ever think of buying a put instead? Long term are available out to Jan '02

quote.cboe.com

I myself am considering buying short term QQQ puts to protect myself against the market into January of next year when I want to sell my mutual fund -- so I can defer my tax liability. Correlation of course is not 1 but it is close.

Ryan