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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (21760)	5/9/2001 4:29:19 PM
From: Electric	Respond to of 37746

Here are a few... I love EXC...strong stock, big market leader in the east..SUN is also a nice refinery play. That guy from Merrill was a clown..who didnt know that energy companies had light valuations? They are VALUE plays..I would love to see what sectors/funds he manages..what a joke..this guy probably has been saying this since 1990 and missed out in all the run. The analyst I respect is one who called the top at the TOP, not at the bottom when all the real work is already done..he needs to go join Mr Acumpora and try to make a REAL call.. IMO energy stocks will be hot for only a short time, history shows that money exits this group quick and it doesnt come back for a long time.. Good luck!

To: Softechie who wrote (21760)	5/9/2001 4:33:14 PM
From: gladman	Respond to of 37746

CSCO was a battle royal today, the common was heavily shorted as each block of May 20 calls were hit. It will be interesting to see if it can stay at 20 into expiration... I don't see it happening.

To: Softechie who wrote (21760)	5/9/2001 4:33:51 PM
From: GREENLAW4-7	Read Replies (1) \| Respond to of 37746

Soft, Check these puppies out; TOS, refinery, HAL, SLB, DO, and GLM, oil service, ILA,CPN power suppliers, These stocks are CHEAP! Favorite are HAL, TOS, ILA, and CPN Buy and put away! SHORT tech and long energy is the best play now going forward!

To: Softechie who wrote (21760)	5/9/2001 4:37:31 PM
From: besttrader	Read Replies (1) \| Respond to of 37746

I like GOU,EOG,EVN,and PXD.

To: Softechie who wrote (21760)	5/9/2001 4:46:04 PM
From: J.B.C.	Read Replies (1) \| Respond to of 37746

From the Dorsey Wright elves: CREATING AN INVENTORY OF STOCKS Sometimes the most overwhelming part of investing is wading through the myriad of stocks that trade. There are large cap, small cap, mid cap, value, growth, income, international, mutual funds (11,000) of those, Internet, New Age, New Economy, Old Economy, this and that. It's confusing to professionals who deal with this stuff every day. That is why it is important to have some service that helps you cut through the red tape. I often search for ideas from mutual funds. I go to our mutual fund management system and search out a fund that has had a good track record for many years. I then pull up the chart and on the side of the chart click on fund information button. I then page down to look at the top 15 holdings for the fund. I recently did that on the a fund named Van Kampen Comstock A Fund. Since 1968 this fund has outperformed the S&P 500 by about 1.5%. This is monumental as approximately 75% or higher of the money managers in the world never outperform the S&P 500. This record goes back to 1968. The fund also has had the ability to do well in down markets like 2000 where it was up 31.5%. So I was curious to see what their top 15 holdings were. By pulling up the chart ACSTX and then clicking on Fund Info. I was able to page down to those stocks. The stocks were posted as of March 31 so the probability of any changes was limited. Hey, it's a place to start. Here is what I came up with. These 15 stocks make up about 42% of the fund so they are definitely the favorites. Now, I see a couple of themes here. One is Oil and Oil Service, Utilities. The largest percentage position is Motorola. Now my thought process extends to the Foliofn web site I discussed the other day. Keep in mind that firms like Prudential Securities, Solomon Smith Barney and PaineWebber have similar programs where a professional stockbroker can create portfolios of stocks, execute them and manage them for you. So you are not left alone here. If you desire a profession al to work with just call or email us and we know all the best brokers in your area. Ok, if you choose to manage your investment yourself you could create a "folio" on foliofn.com using the stocks below. This gives you the top 15 stocks in a fund that has a very good loooooong track record. These stocks are updated each quarter on our site so the next time they change will be the end of June. If you did this (and you could do this in a "watch portfolio"), just a test it out for 90 days program they have, you could then manage the stocks yourself. The easy way to do that would be to put them in a portfolio on our site and simply click the activity button each day to see if anything required your attention. This is not a recommendation to do this it is simply to show you my thought process in searching for ideas. Ok, lets go one step further. See below portfolio. Top Ten Equity Holdings: ACSTX Name Symbol %Fund Trend PnF RS RSCol Momw BP Amoco P L C BP 4.002 Pos Buy Buy O + 5 Chevron Corp CHV 3.688 Pos Buy Sell X + 4 Conoco Inc COC.A 3.489 Pos Buy Buy X + 3 Reliant Energy REI 2.739 Pos Buy Buy X + 7 Gap Inc Del GPS 2.691 Neg Buy Sell X + 4 Southern Co SO 2.587 Pos Buy Sell X - 1 Halliburton Co HAL 2.524 Pos Buy Sell X + 3 Intl Paper Co IP 2.491 Pos Buy Sell X + 4 Sara Lee Corp SLE 2.447 Pos Buy Sell X - 4 Txu Corp TXU 2.255 Pos Buy Sell X + 5 Next Five Dow Chem Co DOW 2.202 Pos Buy Sell X + 4 Allstate Corp ALL 2.188 Pos Buy Sell X - 2 Motorola Inc MOT 2.186 Neg Buy Sell O + 4 Du Pont E I DD 2.168 Neg Sell Sell X + 4 Duke Energy Co DUK 2.108 Pos Buy Buy X + 4 Now since I found these interesting stocks in the Van Kampen Comstock A, I thought I would go to the Van Kempen web site and see what I could find there www.vankampen.com. When you go there look down the home page and you will see Unit Trusts. Just click that section. It now brings you to their existing Unit Trusts. Ok now catch your breath. Look at the column right in front of you called Current Unit Trusts. Click that on. That brings you to the current Unit Trusts they have out. Unit trusts are simply "Schools of Fish" with one common theme. Now the idea is to click on the Trust you have an interest in and see what stocks they picked for the trust. They do much fundamental research to come up with these ideas. The technical side is left up to you. Sooo, since one of the themes in the above portfolio was Oil and Oil Service, I clicked on the Global Energy portfolio to get some energy ideas. So there they are listed below. You might then take these stocks and place them in to a DWA portfolio and begin to evaluate the group in the aggregate or separately. Name of Securities Ticker Contract Drilling Diamond Offshore DO Ensco International ESV Rowan Companies RDC Santa Fe International SDC Transocean SEDCO RIG Integrated Oil Companies Amerada Hess AHC BP Amoco BP Chevron CHV Conoco COC/A Exxon Mobil XOM Phillips Petroleum P Royal Dutch Shell RD Texaco TX Oil & Gas Production Anadarko Petroleum Corp. APC Burlington Resource BR Occidental Petroleum OXY Unocal Corp. UCL Oilfield Refining/ Marketing USX-Marathon Group MRO Oilfield Services/Equipment Baker-Hughes BHI Halliburton Co. HAL Schlumberger SLB In previous series, not in current series Canadian Pacific CP Devon Energy DVN Repsol REP Total Fina TOT These stocks are new to Series 18 These are just some ideas on how you might begin to creatively create some inventories to work from.

To: Softechie who wrote (21760)	5/9/2001 5:06:08 PM
From: DlphcOracl	Respond to of 37746

Softechie: To play the energy sector, I find it useful to divide it into two distinct camps: (1) oil refiners & drillers and natural gas; (2) New Age power producers and electricity/power producers. IMHO, the best way to play is with mutual funds, which give you broad exposure to each sector. My recommendations are: oil/natural gas: ICENX, FSTEX, UMESX, FSNGX, GASFX utilities/power producers: SSGRX, FRUSX, IUTLX, PRUAX Several of these have loads, so check that aspect out. My recommendation would be to allocate a certain percent of your portfolio to this broad sector (?10%) and divide it equally between the two camps -- they are quite separate and their prices are affected by very different global and external events. Hope this helps.

To: Softechie who wrote (21760)	5/9/2001 6:43:08 PM
From: Jimbobwae	Read Replies (2) \| Respond to of 37746

Energy ideas HAL - in addition to Oil Field Services also have exposure to Defense logistics. SLB - Competes in well services with HAL and has tech investments in Smart Cards, Wireless electric meters. Recently took a hit for Tech investment but is unwarranted IMO. I have worked with the R&D group at this Co. and am impressed by their investment criteria & discipline OEI - has property in the GOM and West Africa with good prospects. AES - Global power provider has risk exposure in emerging countries but a strong management team and progressive corporate culture. Blood pick - DQE just got crushed for missing #'s due to "investment underperformance" I am playing it for a rebound in the next few days SSSS - Oil services provider and defense vehicle company strong management saved the company in the early 90's and diversified it.