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

To: lurqer who wrote (66888)	1/15/2001 4:24:16 PM
From: FR1	Respond to of 99985

I think a good topic for Market Direction Discussion would be: Given the Market direction we are in (FED starting to lower rates and naz probably at a bottom) what group of stocks would be best to invest in? It would seem to me that it would be sectors that are punished severly in a high interest rate environment and do very well in a low interest rate environment. They should be at extreme lows now with a lot of upside. Here are some thoughts: Financials: Banks have the problem of bad loans so they might not get a lot of zing out to the lower interest rate environment that has started but the on-line brokers might do very well. Increased volume, lower interest rates and fairly low overhead should help these guys - NITE, AMTD, EGRP. IPO factories: Beaten to the ground because the high interest rate environment killed the market for IPOs, you would assume that they will come back as the market direction moves to lower interest rates. CMGI,ICGE and RRRR are a few (all up 20-60+% YTD). Any thoughts?