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 : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Stcgg who wrote (52940)6/2/2000 9:44:00 PM
From: Stcgg  Respond to of 99985
 
TRIM TABS - NEGATIVE FUNDS FLOW..

TrimTabs.com Liquidity Up Date - JUNE 2, 2000

Liquidity Trim Tabs our weekly report is e-mailed on Sunday. Charles Biderman analyzes the week?s liquidity data and forecasts the direction of the stock market over the near term. Sent as a .pdf attachment is a glossary of liquidity term.

For those unfamiliar with Liquidity Trim Tabs, here is how to read the Weekly Change In Liquidity & Trim Tabs Market Cap Tables on page one.

The Trim Tabs Market Cap measures the market value for all NYSE, NASDAQ and AMEX stocks. The AMEX is included but not listed. In the Weekly Change Table, the MARKET CAP +/- column after the date, includes the weekly change in aggregate market values in millions of dollars.

The NET LIQUIDITY column is the net change in weekly liquidity. Weekly liquidity is derived by adding US Equity Fund Inflows, 2/3 of newly announced cash takeovers, 1/3 of completed cash takeovers and subtracting new offerings.

US EQUITY FUND FLOWS, provided by Mutual Fund Trim Tabs is for Friday-Thursday & does not include Int'l Equity Funds.

Annc Cash Acq include all newly announced cash takeovers.

Comp Cash Acq includes all completed cash takeovers.

Annc Buy Backs - includes newly announced stock buybacks.

NEW OFFERS include all IPOs, secondaries and convertible bonds/pfds sold in the US, and does not include closed end funds.

JUNE 1, 2000

ALL EQUITY MUTUAL FUNDS: OUTFLOW -$5.5 BLN; NAV UP 2.9%

US

FLOW: OUTFLOW $4.9 Bln
BREADTH: NEGATIVE 46 OUT VERSUS 17 IN
NAV: UP 3.0%

Flows by Investment Company INSTITUTE Sectors ($ million)

Aggressive Growth: OUTflow $1,584; NAV: UP 4.1%
Growth: OUTflow $2,708; NAV: UP 3.1%
Growth & Income: OUTflow $590; NAV: UP 1.9%

INT'L

FLOW: OUTFLOW $0.6 Bln
BREADTH: NEGATIVE 25 OUT VERSUS 7 IN
NAV: UP 2.3%

BONDS & HYBRID: INFLOW $0.5 BLN; NAV UP 0.60%

LIQUIDITY CHANGES ON JUNE 1

US FUND OUTFLOW: $4,882 MLN
NEW ANNOUNCED CASH TAKEOVERS: $0
COMPLETED CASH TAKEOVERS: $205 MLN
NEW OFFERINGS: $1,320 MLN

OVERALL LIQUIDITY: NEGATIVE $6,134 MLN

NEW ANNOUNCED STOCK TAKEOVERS: $0
NEW ANNOUNCED BUYBACKS: $130 MLN

Regards,

TrimTabs.com Investment Research, Inc
www.trimtabs.com
707 874 9546

>><<



To: Stcgg who wrote (52940)6/2/2000 10:20:00 PM
From: Tom Tallant  Read Replies (1) | Respond to of 99985
 
Stcgg,
The bottom came at 2999. That was an easy call. When Orcl went to 58, SUNW to 68 and CSCO to 50. Whether these stocks are overvalued or not is entirely irrelevant. You won't see those prices again until at least Oct. , if then.