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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread -- Ignore unavailable to you. Want to Upgrade?

To: Boca_PETE who wrote (1116)	5/3/2001 10:44:28 AM
From: Justa Werkenstiff	Respond to of 10065

Pete: Re: "Do you see the evaporation of future corporate profits from cancelled capital projects as extending the time frame for the ocurrence of a market bottom ?" Yes, as for market fundamentals (no growth at best of "e" in the "p/e") and the accompanying layoffs on top of an energy problem and deteriorating economies overseas. Re: "If so, for how long? What would be the catalyst to reverse that trend?" Until autumn at the earliest. Catalyst would be passage of time (working through inventories and potential for renewed growth) and the Fed.'s moves here which will lag and an improvement in the employment situation. BUT market may pop here and there on news that things aren't getting any worse as it has done in the past month.