SI
SI
discoversearch

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 : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Archie Meeties who wrote (9538)1/6/2000 4:42:00 PM
From: James Clarke  Read Replies (3) | Respond to of 78618
 
Threre's rotation into a lot of things beginning. Look at machineries (CAT and DE) and even...maybe...REITs. A nice value rally may be taking shape, with the value stocks actually going up - not just outperforming tech on the downside.

I just want to take a picture of the CNBC screen (Dow up 130, Nasdaq down 150) because its like something out of a dream!

And then here comes Lucent preannouncing after the bell and inflation numbers tomorrow morning...



To: Archie Meeties who wrote (9538)1/6/2000 4:46:00 PM
From: TwoBear  Respond to of 78618
 
I too have noticed this rotation. A broker friend of mine at Paine Webber said they were suggesting TXU. I like PCG. Anybody see in holes in it?

Scott



To: Archie Meeties who wrote (9538)1/6/2000 8:15:00 PM
From: Michael Burry  Read Replies (1) | Respond to of 78618
 
I already rotated there with PE, TDW significant stakes. Blinding value, IMO.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News