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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: LTK007 who wrote (36186)	10/19/2000 5:29:04 AM
From: LTK007	Respond to of 56535

reading my e-mail-i am not a subcriber but get e-mails trying to get me tempted to subscribe:) this one has proven to be pretty wise <To All Titan Subscribers October 18th, 2000 "Special Situation" Alert on MSFT The world stock market is in primary bear market. But MSFT stock has already been mauled by the Bear . Today's earnings report demonstrates MSFT's ongoing phenomenal corporate earning power compared to most stocks. MSFT management has executed flawlessly. The proof is in the report. If you are an owner of ANY stocks at all, consider a "buy" on MSFT here for a long term 2 to 3 year hold, on October 18th, 2000 at a close of US$51.75. If you want to "hedge" the trade due to excessive Price Earnings Ratios still present generally in the US stock market, only after options premiums subside a bit after today, buy long term just "out of the money" puts ( only after a "VIX" indicator dampening by a marked rally in US stocks) on a basket of other insanely high PE ratio tech stocks, as a hedge against your MSFT long. Match the dollar value of the hedge trade against the dollar value of the long in MSFT. Do a computerized screen on current high PE ratio NYSE or Nasdaq stocks> copied and pasted by Max