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

To: Haim R. Branisteanu who wrote (53433)	6/8/2000 6:21:00 PM
From: Crimson Ghost	Read Replies (1) \| Respond to of 99985

Cyclicals are priced for a a modest slowdown, but not a recession or anything close.

To: Haim R. Branisteanu who wrote (53433)	6/8/2000 10:15:00 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 99985

Haim, >>cyclicals are already priced for a slowdown. You may be right, but I am going to wait with stocks like IP. If we look at their trading value vs the RTC days; IP is still expensive. I believe they may be priced for a "soft landing", but I will wait to purchase. I am not so sure that we will have a "soft landing". It would not surprise me if we have a mess similar to the RTC, since the kids in this part of the US are up to their ears in debt and I suspect a fair amount of property gets turned back to the financing institutions before it is all over. Joan