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Strategies & Market Trends : DAYTRADING/SWINGTRADING STOCKS with INTRADAY INVESTMENTS -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (388)	7/7/2001 2:33:09 PM
From: -	Read Replies (1) \| Respond to of 565

Hi Ramsey, That is such an excellent question for Dr. Fibo who is quite an expert on Real Estate, that I am going to let him address it. If the TA on those charts is compelling, we may add a Real Estate sector to our "Master Stalk List" (Sector Model)... thanks for bringing this to our attention. Do agree with you about the economy, our operating assumption there is that we are probably entering a recession, although the depth/duration is still unknown. However we're careful to not directly translate that opinion too strongly into our trading, since we're primarily technically-based, and shorter-term. It's good to understand the backdrop though, and if you're swing-trading longer term than us, or position-trading it's essential, of course. We do follow all of the economic #'s/releases but it's primarily to see what the market's reaction is to those events (we stay closely keyed into the Bond market as well). And, putting on our other hat of perennial students/investors, we do find that watching the Global economic situation unfold to be ever fascinating. Have a good weekend, -Steve

To: Ramsey Su who wrote (388)	7/7/2001 3:01:53 PM
From: -	Read Replies (1) \| Respond to of 565

STALKS IN THE NEWS! from Intraday Investments This is to announce a new program we're launching as part of our unfolding "Sector Squadron" sector monitoring process. It's called STALKS IN THE NEWS!. Every morning before the trading session begins, we'll be covering the NEWS hitting the individual companies/sectors in our MASTER STALK LIST from the following day's close up to the minute. The priority of our coverage will be as follows: Level 1: Stocks that are on the current day's STALK SHEET (issues that have alerts setup for the current trading day). Example might be: "EXTR announced a $100M channel deal with (e.g., hypothetical) ALA this morning... so watch the other enterprise switch/router players (FDRY and CSCO) for possible reaction moves"... etc. Level 2: SECTOR news - anything strongly impacting a sector across the board. Examples might be "Bear Stearns just cut the storage sector this morning... influential analyst; we think this will hit our Fiber Channel subsector stocks particularly BRCD, EMLX, QLGC"..." etc Level 3: The (~80) stocks in our Master Stalk List which are designated as "Hot Stocks" (the most frequently-traded issues). Level 4: News that is hitting other (~220) stocks in our Master Stalk List (sector model). Frequently there is a lot of news that comes in overnight... we'll be filtering the news in realtime for the symbols in our Master Stalk List 'universe' to insure that we're always aware of news that impacts what we're trading. Our trading remains 95% technically-based, as always... however (as we've demonstrated during live trading over the past weeks) being aware of what is moving a stock (the "why") can allow a trader that knows how to interpret that news (including the market's reaction to it) to become more aggressive at times... and it frequently keep that trader "out of troubled waters" many times as well. Knowing the "why" behind large-scale buying/selling can also be a big factor in determining our level of persistency with a trade, and will inform/influence how we manage our trade - setting our profit targets, trailing stops etc. in a more beneficial manner. Good trading, Steve, Deron, and Ed General Partners Intraday Investments Now in "Active Trader" -- full-page Ad Campaign! PDF posted on our homepage (click on the magazine cover): intradayinvestments.com

To: Ramsey Su who wrote (388)	7/9/2001 12:55:19 AM
From: drfibo	Read Replies (1) \| Respond to of 565

Ramsey, Barron's had a great article on REITs this weekend. I would recommend that you read it. As for real estate related stocks that may be due for a tumble, take a look at the following: HOMS, CRE, NHP, AIV,CEI, VTR, NLY and MHX. From a pure technical standpoint, CRE appears to be in big trouble. As for your comments on an impending recession, it has been our operating assumption that the economy is showing many signs of recession. However, as you know, this does not necessarily translate into a linear forecast as to where the market is headed or for that matter how quickly it will get there. From conversations with many associates in the real estate business across different parts of the country(I worked 8 years in the mortgage business), it appears to me that the real estate business is softening. As for a brief technical overview on the stocks that you posted, CD has formed a bearish dark cloud cover candlestick formation, FNM has formed a bearish engulfing candlestick formation, CCR looks to headed for a potential double top with volume beginning to dry up, GDW & BAC both have broken their trend line and WM is close to breaking its trend line on an ascending head and shoulders formation. All in all, with the exception of SIVB, this group of stocks looks to be headed lower. I hope my comments have been helpful. Ed - DrFibo