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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: carepedeum2000 who wrote (43354)	12/13/2000 3:04:20 PM
From: Rande Is	Read Replies (3) \| Respond to of 57584

Good views, Carpe. . .thanks. . . .don't forget the HOLDERS. . .safer way to play the upward legs, IMO.

To: carepedeum2000 who wrote (43354)	12/13/2000 9:05:10 PM
From: DlphcOracl	Read Replies (1) \| Respond to of 57584

carepedeum2000: "Wish I could find some stocks to play beside tech." I went through this thought process about 1-2 months ago. I think that we are in for a harder landing than the Fed anticipates and that the Fed will have "too little, too late" regarding interest rate cuts. I think techs will be weak for first half of 2001 and am not jumping into new tech positions. Some ideas for 2001 outside of tech: 1. generic drug and pharmaceutical companies: BRL, AZA, WPI, IVX, and FRX. 2. Independent energy producers -- bad news: this sector has been "discovered" and has been performing gangbusters this year. Good news -- most investors don't realize that we are only in the 2nd or 3rd inning of this ball- game. This is not a fad, it is an ongoing evolution in how energy will be produced and supplied as more states deregulate their utilities. Names to consider: ENE, DUK, DYN, NRG, SO, EPG, and AES. 3. Financials and related stocks -- this is a no-brainer. They simply outperform when the Fed lowers rates. Best bets are: C, CMB, LEH, MWD (large cap); FITB, WFC, FBF, GDW (mid-sized regional banks); CEFT, JKHY (back-door financial plays). 4. Other health-care related stocks: DGX, LH, PPDI. Note that I have avoided the large-cap pharmaceuticals, which are richly valued and priced for perfection, with little upside (IMO). FWIW, these stocks will make up 35-50% of my portfolio during the first half of 2001. I will NOT aggressively add new tech positions until I see a definite turnaround in the semiconductor sector -- I look at this sector as a "canary in the coal mine". They will alert me when the coast is clear to begin adding new tech positions. If you doubt the wisdom of this, look at how the semiconductors began selling off sharply BEFORE the November NASDAQ carnage. I believe this phenomenon works both ways. Food for thought. DlphcOracl