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

To: Trumptown who wrote (23644)	4/10/2000 10:29:00 AM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Had to buy some HDI [Harley-Davidson] today. I just can't seem to find anything wrong with them. . .and with todays 2-for-1 split, it is back to the low 40's. . .yet the float is still ridiculously low. . . and the wait time to get the company to manufacturer your new bike is something like 2 years. . . .can't help but think that a price hike is in order as the company shifts from high-end 2-wheel transportation to a vanity company that make collectibles. Financials are fine. . .company is strong. . .products are in a growing demand. . . and short supply. . .stock has been gaining in popularity over the past year or so. . .should be fairly resistant to market declines. . . earnings are this week, I believe. I may have to sell and re-buy lower, if it responds to declines. . .but it is on my watch list of basic mid-small cap stocks. Rande Is

To: Trumptown who wrote (23644)	4/10/2000 1:37:00 PM
From: Mark Konrad	Read Replies (1) \| Respond to of 57584

The "pause that refreshes." No massive washout. Today's low-volume retracement of past days' huge gains is healthy and sets us up for a continuation of the new rally later today or tomorrow, imo. Naz will not give up much more than 150 pts or so before turning up again. MOT could be the catalyst for tomorrow but is certainly not the only factor: lower gasoline prices, bulk of interest rate increases behind us, solid earnings and growth, and election year politicking will play their parts as well. Prices are still way, way off their highs for some great companies and conservative charts show 2nd and 3rd tiers just beginning new rallies: VRIO, ADAP, NTRO, JNIC, ENGA, SAPE, RTHM, HLTH, to name a few. AOL is still a fair buy as is MSFT at around 85; Q looks good here as does WCOM at 43. GBLX under 35 is a standout. Great time to buy a few shares as stocking-stuffers or to add to core positions. LPTHA's chart is still negative but given that we've already seen a nearly 70% decline from its highs, the $30 range is not a bad place to consider adding a few shares. Edit...as I write this the Naz is now down almost 150. As I prefer to buy on strength rather than "knife-catching" I'll wait for one of Rande's famous "V" bottoms before buying more. My guess is that a 50-100 point recovery from today's lows will be a smart place to buy (so I'll wait until we see -100 to -50 unless we continue down from -150). Back to work, Regards to All!--Mark--