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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Tradelite who wrote (17432)	12/28/1999 2:31:00 PM
From: American Spirit	Respond to of 57584

IFMX looks good, financials cheap but beware fed hike. Try to pick the bottoms on banks, insurance. Fundamentals ought to be much more important going into new year. Some buying of '99 winners now due to window dressing. Funds want QCOM in their portfolio for instance, even though it's $550 or something. Bought more CPQ. Owns 20% of CMGI, new IPaq computer soon. Computer stocks down on November sales report which is irrelevant as most have been waiting until post Y2K to buy new computers. Japanese computers though were very strong. DD stocks cannot help but benefit from computer buying boom in early 2000. Nowhere to go but up. Also CPU. Bought some CIEN, T. EGRP and SCH very cheap today. Dumped ETYS and bought more BEBE. Like the fundamentals there (like ANF) huge growth numbers and low PE's. Specialty retailers usually rally hard in early new year peaking in spring.