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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (38313)	10/16/2000 8:28:21 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 70976

Brian, Biggs like anyone else is prone to mistakes, but I have seen him right far more often than wrong. Biggs is neither technician, nor a stock analyst. He is an international strategist. By nature his calls are for longer term investments and encompass broad segments. He also values those segments in the context of asset allocation model, which is to say more balance in favor of performance (something that does not sit well with most individual investors I know on the net). When you consider that 52 week gain in Nasdaq is still a whopping 25% and that most of those leaders (MSFT, CSCO, SUNW, etc) are still trading at huge PEGs, then you see his point. Also keep in mind that being an international strategist, he does not just consider the US market, but its relative valuation and risk/reward on a global basis. Many of his favorite portfolios are not open to individual investors (unless your name is Jimmy Rogers). I've found the best way to take advantage of his views is to buy index stocks in the countries he favors and lighten up on those he dislikes. Then without overdoing it, you can buy select stocks in the indecies you lightend, if you find exceptional value. JMO, ST