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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ken W who wrote (19433)	4/1/2000 11:32:00 PM
From: Ken W	Respond to of 29382

OT: A friend just sent this to me: 3bagger.com Bet this is how a lot of folks felt about wed. last week. LOL Ken

To: Ken W who wrote (19433)	4/2/2000 2:14:00 PM
From: Sergio H	Read Replies (1) \| Respond to of 29382

<The trick to the whole game is to figure out the next move before it happens.> Yeehah!!!!! Good post Ken. I agree with most of your viewpoints. I do want to add my perspective. First, each individual should not only make their own decision, but each individual should develop their own trading discipline and definitions. For example, from my dictionary CNBC is excellent for those that are looking to capitalize on short term momentum. Hey, a trend is a trend. So, how do we "figure out the next move before it happens?" It depends on your strategy. If your playing CNBC's sector rotation du jour (from my perspective), its going to be much more difficult than a buy and hold system. Why? Because there really isn't much logic to daily sector rotation. Playing the market ala CNBC is the same as visiting a casino. Some people do win Mercedez Benzes at casinos. Somewhere in the middle of buy and hold and daily mania is where my confort zone lies. I like to review my holdings on a monthly basis and pay particular attention to quaterly institutional money flow. Exchange Traded Funds (ETFs), I believe will become increasingly popular. ETFs include Spiders and Diamonds. Excellent "White Paper" on the subject at indexfunds.com A good free source for sector rotation information is www.fundmovers.com Available at this site are relative strength listings varied sectors and respective funds within those sectors by weekly/monthly/quaterly/yearly results. For example, here's a list of last weeks winning categories. There's a few matches with the winners for the last three months. Category % of Category # of Funds # Funds in in Top 100 in Category Top 100 Specialty-Health 15 33 5 Specialty-NaturalRes 15 34 5 Specialty-Financial 8 36 3 Specialty-Technology 7 59 4 JapanStock 4 26 1 EuropeStock 3 63 2 SmallGrowth 2 231 5 ForeignStock 1 416 1 LargeGrowth 1 400 5 LargeValue 1 385 3 Mid-CapBlend 1 163 2 Mid-CapGrowth 1 229 3 SmallBlend 1 155 2 WorldStock 1 137 1 I also like to look over large block activity, as you know. A couple of weeks ago, I mentioned large block buying in toy stocks. I didn't buy. There's still buying there. TOY and MAT in particular. PIR earnings this week. Looks good at gap fill. Cary's CCUR at bottom of trading range. Hotel/Resort stocks are also being accumulated. I'm still interested in HLT in this sector. Sergio