Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: isopatch who wrote (8421)	6/2/2001 1:06:14 AM
From: Davy Crockett	Read Replies (1) \| Respond to of 52237

Gotta agree with you... I'm almost 66% precious metals. ( Gold, not enough Silver... looking to increase my exposure to Silver). Energy...hmmm I'm not so sure, HTR.to (on the TSE) pure natural gas play still looks interesting, Calpine & alternative energy stocks are kind of interesting... (a little bit wary 'cause everybody & his/her broker is touting energy. (although I blew it... when President Bush was giving his speech about alternative energy stocks I kept flipping through all the charts... but to my amazement, nothing happened. So I didn't buy... sheesh , talk about <gnashing of teeth> I think it took 2 or 3 hours for those stocks to move. Needless to say, since they didn't move... I didn't buy 'em (stupid, stupid, stupid) DUH that's me! I also like selective BIOS & of course P.M. stocks (please realize that I have a bias towards P.M. stocks). Right now I'm working off the TSE (which may be too illiquid for you). Gold & maybe DROOY is interesting. Still working on some minimal D.D. on NAS Bios. As a wee bit of a contrarian, I also like some of the beaten up B&B stocks ie: ARBA.... kinda of reminds me of XRX about a 1/2 year ago or so... 'cept without the accounting problems... FWIW, CMGI nice clear channel albight on a downward trend... keeps bouncing between support & resisantce. & IMHO I won't get into the fundamentals 'cause than I will expose myself as an imbecile. Please note that I have no personal interest (phnpi) (That will change but dependant on the T.A.) I will buy again if the 5 day ema can finally cross-over the 21 day ema. For the very short term CMTN is interesting (again PHNPI). Although a Head & shoulders may have developed on the hourly chart. Very interested in PAAS or CDE (silver plays) They & (I am guessing a bit, cause I'm too tired/lazy to check the Precious Metal stocks) have bounced off the 50 day ema or have closed above or off the 50 day ema FWIW Still learning... Peter

To: isopatch who wrote (8421)	6/2/2001 5:47:31 PM
From: dawgfan2000	Respond to of 52237

Hello Iso, Some great points in your post. >>it's important to look beyond the technology sector when planning where you want to position yourself for the next bull market.<< I am curious what your time frame for the past bull market is in that context, the entire run, or the past 3-5 years? Message 15883482 Just for conversations sake, about 2-3 years ago, I was looking at the "unwanteds" and picked up some banks and Def (C, WM, BA, GE, XOM, RD, JPM & MO to speak of). Since that time, this part of my portfolio has been one of my greatest strengths and best returns (specially the past year). Yet now, I am looking at Tech for the same reasons as then: they have become the unwanteds and are starting to meet some criteria in my (boring) hold and be patient portfolio. When I look at potential 20-30-50% gains, I see it more in stocks like SUNW @15 (to +-22), ORCL @15 (to +-22), NT @13 (to +-20) and MOT@14 (to +-21). Much like those old-school stocks were 2 years ago. I don't quite see the same for GE (50 to 75), BA (65-97) RTN (30-45), C (50-75) or MO (50-75) in a risk/reward/return profile (although I reserve the right to later change my opinion -ggg-). It's not that I don't like any of those companies either (I still hold some). My thought is that I think there is value in bottom fishing a little bit (coming up) if you are not a nimble trader like many of the folks here. I sometimes tend to kick back and let my stocks work for me but you always need that DD part and these are certainly for a longer term hold. I just think it's a little funny that 3 years ago, I looked at those old-school companies and thought "hmmm, beaten down, value plays", now I see the same in some tech companies and those old-schoolers that moved recently as over valued (in comparison)-ggg- Any way, not an argument to your thoughts, just some random ideas about how things have now flip-flopped. It always pays to keep that diversified portfolio. Thanks for sharing your insights, regards