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Gold/Mining/Energy : Nuvo Research Inc -- Ignore unavailable to you. Want to Upgrade?

To: David Graham who wrote (6790)	2/22/2001 9:32:55 PM
From: Montana Wildhack	Read Replies (1) \| Respond to of 14101

Hi David, You'll see that by the post before I'm not bearish on Dimethaid at all. I have no plans to sell anything except the usual in/out stuff. I can't comment on what Jeff said, but I have been asked by enough people to help keep an eye on margin threats that I warn when I think its necessary. I hear what your saying; but, I don't see what market sentiment has to do with long term value investing and I also don't believe we're a week away from the bottom of this market. I couldn't agree more that there is a psychology to the market. The bad news is not done though. I mentioned the key factors. No money coming in last week of RSP. .06 inflation is 7.2% annualized. The huge layoffs are just starting to be announced. Most companies are just beginning to action those and haven't seen the cost cuts yet. The slowdown isn't mature yet and any rally at this point will be short lived. This isn't me being bearish yet. It's too early. That 1% cut is months away from having an effect. Check the purchasing and inventories. I have a lot of confidence in the US. It's a powerhouse that's serious about economics. This won't take too long for the big corporations. They've pulled in their buying, they're going to deplete inventories, they're trimming expenses, and have had their haircuts sharewise for the loss of growth rates. Like all people who get blinded by the glitter, the US believed they may have abolished the business cycle and found the nirvana of continuous growth. Here comes reality. Growth always follows a moving sine wave. It always will. Here's why. Human beings push it past sustainability. We always want more right now. Its built into our genes (Mark?) from the millions of years that hoarding made sense. The US more than any other country is set up to keep those periods short. But there are real indicators that show when that starts to turn and they're not saying that yet. I'm not affected. I only want the Euro to grow versus both the US and Cdn dollar and I want the US dollar to remain strong versus the Canadian dollar. More revenue for Dimethaid. Come on March! Wolf