Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (22211)	11/18/2000 10:03:13 AM
From: JoeinIowa	Respond to of 29382

Sergio, I'm not quite ready to give up on the hi-tech ship yet. As I mentioned I am not sure if the semis are ready to lead a rally but some of the other type of hi-techs might. Stocks I have played this week(OMNY-yeehaaw, GOAM- yooowweee, and NVTL -too close to call) are in the wireless area and with Xmas knocking on the door I think PDA types are going to see some action. The semis still will have some winners. I don't like to mention CNXT around here since it is in my 401K and I can not trade it but it is spinning off one of its groups. Could be an interesting play. NG. This morning it is about 15 degrees and light snow. My furnace has been running almost non-stop. The draw on NG has to be huge for the last week. The supply/demand chart has to make the price go up. Has anyone ever played the indexes or futures for NG? Have to run right now and make Banana bread with my seven year old. We make a special recipe with chocolate chips in it. I'll be back on a little while later to look at the sectors you mentioned. Jose PS Expectations for Iowa BB are running high. Maybe the program is coming back with Alford running it. UCON vs Iowa in the final 4?

To: Sergio H who wrote (22211)	11/18/2000 11:12:26 AM
From: ACAN	Read Replies (1) \| Respond to of 29382

Hi Sergio; In looking through some charts this morning, it seemed to me that the Healthcare providers OXHP,CVTY had weathered all of the storm of this year. stockcharts.com[L,A]MACLYYMY[PB50!B200][VC60][IUB14!LA12,26,9] Somebody was laughing at Healthcare having an index, but it's big business. Regards, Allan

To: Sergio H who wrote (22211)	11/18/2000 6:08:34 PM
From: JoeinIowa	Read Replies (2) \| Respond to of 29382

Sergio, I like that Murphy chart. Shouldn't we be looking into the consumer cyclicals(although I am not sure what they are). I did look over your healthcare stocks. All have similar PEs(mid 20's) and a growth rate around 20%. I'll be honest I have a deep distrust for the industry as it always seemed like they could play accounting games. Looking at rollers have you looked at PKD? I am thinking around 5.5 as an entry point this week. Oil service should come into favor in the near future. My FGH is also like that but I think it might have something to do with the way the O+G industry has been treated lately. 207.61.23.98 Of course I am wondering IF and when Tax lose selling will hit. Any thoughts out there? Like winter it may arrive early this year. HOHOHO. Jose