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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Paul Shread who wrote (2201)3/7/2001 2:08:21 PM
From: JRI  Read Replies (1) | Respond to of 52237
 
Been away..did Dow ever break 10,7? If it didn't..it sure seems to struggle up there...

Gotta say...I'm impressed with how things are holding up...still, with chips up so much in last few days, I would think they have to settle back a bit, and, if they've run out of juice.... can the Naz hold up with so much bad news weighing down other potential leaders?



To: Paul Shread who wrote (2201)3/7/2001 2:20:32 PM
From: JRI  Read Replies (1) | Respond to of 52237
 
Beige book was not the ticket for tech, IMO, intermediate term........even McTeer says we are probably not going to go into a recession...0% chance of inter-meeting cut, IMO...and I think Fed will err on the slow side on future hikes.....we'll get 50 BP end of March...but after that, likely steady cuts, nothing spectacular, IMO....unless the data gets REALLY bad..

(I have to agree w/Les Horowitz here): Greenspan needs to worry about dollar too....Europeans not helping- not lowering rates...that interest rate differential is problematic for a further huge easing scenario....

Naz/Dow still holding up though....amazing, given today's news....where's the juice going to come from tomorrow? Only so many major strategists left to come out and say, "Stocks are a buy!"...



To: Paul Shread who wrote (2201)3/7/2001 3:06:42 PM
From: Gone to Money Heaven  Read Replies (1) | Respond to of 52237
 
your first chart on the NASD tells the story of why
people would be shorting the NASD in here.

nice work.



To: Paul Shread who wrote (2201)3/8/2001 2:52:10 AM
From: john722  Read Replies (1) | Respond to of 52237
 
Paul. Someone brought out an interesting

point. GS bought out Abby today regardless of her poor performance for the past year. Looks like a desperation move to prop up the market for their IPO this week. Just a thought. Their is so much negative news that I can't see
us going much higher w/o a surprise cut. Looks like the Fed is downplaying the weakness out there. I would imagine that Greenspan doesn't want more irrational exuberance, nor panic
selling either. Taking it Day by Day..........



To: Paul Shread who wrote (2201)3/8/2001 3:29:57 AM
From: Chris  Read Replies (1) | Respond to of 52237
 
and if abby cohen is wall street's best analyst, then i wonder what the other wall street analysts track records are???

I've bolded the following text for emphasis.
--------------------------------------------------

From: heinz blasnik Wednesday, Mar 7, 2001 10:18 AM

Harpo Clown ( abby Joseph Cohen) raises her equity allocation (she still has cash left? i'm surprised.), as her esteemed employer has two IPOs to distribute to the sheep tomorrow...
here's her recent record: (from Crystal Ball):

--I've been tracking her calls for the past year.

April 6th, she recommended her SUPER SEVEN stocks for the long-term: CSCO, DELL, EMC, FDC, ORCL, PMCS, TER. As of yesterday's close, that portfolio is down 46.2%. Long-term is right, because that portfolio needs to go up almost 100% to get back to where she recommended them. LOL.

October 3rd, she recommended BEAS, CSCO, EMC, JNPR, NTAP and ORCL. That portfolio is down 60.2%, unless any of them split. Alot of them got split by the market. LOL.

November 27th, she recommended CSCO (she hadn't had enough), DOX, EMC (she still hadn't had enough), GLW, ITWO, SLR, SUNW, and VRTS. As of yesterday's close, that portfolio is down 39.63%.

This morning, she's allocating another 5% to stocks. I'm surprised that she has any money left. She's reducing her allocation to tech from 35% to 32%. I think she has that backwards. Tech reduced her. LOL.

Not trying to put good old Abby down. Just saying be careful following these folks.

Melf Elf --

speaks for itself...short all Harpo calls!