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To: Tradelite who wrote (17315)12/26/1999 9:39:00 PM
From: carepedeum2000  Read Replies (1) | Respond to of 57584
 
this market will "hook" you, hard to leave money in cash isnt it? here are the stocks on my "radar screen" for next week,
retk-some people think this is bottoming out, this is b2b vertical play, and can you believe it is making money? also like the fact that oracle guy came over to their side with oracle being red hot, what does that tell you of the potential here?
sebl--looking for breakout
strm-another breakout here, somebody had it listed as top internet stock of 2000, undervalued latin portal
tuts-another momo play
idc-something appears to be cooking here, "baby qualcom"
waiting on icge for another pullback/entry point, this one will be gorilla for 2000
pcntf-the aol of asia, this one has good chance to make harmons top ten list for 2000, already pumped it on cnbc two weeks ago, calling it "way undervalued and much better play than china"

circ-this one looks interesting as parent company is apparently on the auction block, should unlock some value in circ
can anyone add any pro or negative thoughts to these ideas?
thanks
ps should have one more week of holidility, tax loss selling ends tuesday, should be able to make money with next week showing lots of volatility with continued upside bias, I dont think this market is done "surprising " everyone yet



To: Tradelite who wrote (17315)12/26/1999 11:40:00 PM
From: Trumptown  Read Replies (1) | Respond to of 57584
 
".....truly, there is a lot of money that has to go somewhere in this market. Will be interesting to see what happens in 2000." - I agree...the market could easily surprise even the bulls....

The market continues to follow the seasonal trends very similar to 1 year ago...this has similarity has provided valuable insight this year...

Leading to the following conlcusions:

1. January should be a very strong month (I plan on selling trading positions into the last few days in January)

2. Feb will present the first bucket of cold water, foreign money leaving (Y2K safe money) and interest rate concerns will bring out the sellers and shorts pulling the market down appreciably into mid/late month.

3. March should start off slow, but return buyers and short covering will create a spring board causing the market to rally hard from mid March into early/possibly late April in some cases (planning to sell again into tax time - by mid April)

It is reasonable to expect the end of April to be the start of a significant sell off...with tradeable waves thru the summer (but nothing like January and April). It is an election year, so the case for a big sell off in October is slim...however, a big sell would serve the Republicans well...who controls the money?

This week is the time to take positions in your favorite tech sectors. I like xDSL, ASP, OLBs and the beat up B2Bs

SR