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

To: Ted David who wrote (15077)	8/15/2001 12:01:32 AM
From: dawgfan2000	Read Replies (1) \| Respond to of 52237

Ted, Thanks for stopping by to clarify your interview. Enjoy your work and happy to see you visited our thread. We have some good folks here. Hope you remain a lurker. Best regards, df2k

To: Ted David who wrote (15077)	8/15/2001 8:10:50 AM
From: Paul Shread	Respond to of 52237

Morning, Ted. When are you guys going to put Stephen Roach on? Best, Paul

To: Ted David who wrote (15077)	8/15/2001 9:13:58 AM
From: dennis michael patterson	Respond to of 52237

Ted, I second Paul's request for Roach. I would also like to commend you for grilling people like Al Goldman on their prognostications. You are one of the very few who question assumptions and point to the pathetic records of the penguins.

To: Ted David who wrote (15077)	8/15/2001 9:40:11 AM
From: Diana	Respond to of 52237

Always enjoy your work, Ted.

To: Ted David who wrote (15077)	8/15/2001 11:35:36 AM
From: Gersh Avery	Read Replies (1) \| Respond to of 52237

Hi Ted Thanks for dropping by. I was watching very carefully. DeGraaf said -20% on the Naz and the *SPX*. On your return call, did he, or you, mention the S&P500?

To: Ted David who wrote (15077)	8/15/2001 8:58:18 PM
From: Berney	Respond to of 52237

TD, Welcome to our little corner of the internet sandbox. As others, I admire your work and would not want your job for all the tea in wherever. That said, let's address two issues. First -- I believe that CNBC has done great service to the investment community by showing where the previous recommendations have gone before them. Now, can we only do the same service to the ANAL-yst community. MER tried to set the stage on this issue. I would suggest that these clowns should be required to establish and maintain their positions until their price target is achieved. Secondly, and most importantly, let's get rid of the eps targets based upon garbage accounting methods. Surely, many of us see Joe role his eyes every time he is required to use concepts based upon "pro-forma, nationalized, rationalized, recurring, operating," or other non-SEC sanctioned methods of reporting. As one of those Accountant types, I can only state that these other methods of reporting earnings are a total joke. Further, CNBC is complicit in this silly game by reporting 20 times during the day. Just an appreciative View from the Swamp Berney

To: Ted David who wrote (15077)	8/17/2001 3:52:58 PM
From: JRI	Read Replies (1) \| Respond to of 52237

Ted, can your network please list Abbey Jo Cohen's horrible track record over the past 18 months on this market next time she's on? On her last appearance, she got profiled as "telling investors to lighten up at the top in March 2000" (a very positive reference)....BTW- Her appearance on CNBC 2 weeks ago market a recent top (2105), and COMPX is down almost 9-10% since. (and this is AFTER she said she was 25-30% OVERWEIGHT in tech!) Since March 2000, she's had several high profile "buy the market" calls...including a couple big ones during last fall/winter's slide....and she was totally wrong. Anyone buying her individual calls could've lost 60-80% of their money on some recommended issues. I figure you would be doing the investing world a service by getting the truth out here and now, for the bear won't be dead until all the former idols (like Abbey Jo) are defrocked, and reduced to a "where-are-they-now" column. And we are a long way from that You, being a man of the people, should know this. g (Oh, btw, I have never bought one of her calls, and am therefore not disgruntled, but I do feel sorry for those investors who have (bought her calls)

To: Ted David who wrote (15077)	8/17/2001 4:02:35 PM
From: Chris	Respond to of 52237

great to see you, welcome

To: Ted David who wrote (15077)	8/17/2001 4:16:40 PM
From: anon	Read Replies (1) \| Respond to of 52237

Hello Ted DAvid, I completely agree with this poster here: Message 16226443 he states: "she got profiled as "telling investors to lighten up at the top in March 2000" (a very positive reference)...." yet CNBC failed to tell the whole story (her track record), and as reporters, don't you think it is only fair to inform your viewers of the whole truth. I thought it was disgusting the way cnbc "painted" the picture and made Abby Cohen look so good when her calls have so bad. Here are some of Abby's past calls which is only part of the story to help you out when CNBC interviews her next time, perhaps CNBC will inform viewersthese calls: "Abby Joseph Cohen still bullish - Nov. 4, 1999- CNN > >Cohen predicts Dow 12,300 - Dec. 16, 1999 >One of Wall Street's top stock strategists, Abby Joseph Cohen of Goldman >Sachs & Co., forecast Thursday that the S&P 500 index will hit 1,525 by the >end of 2000, a nearly 8 percent gain. - CNN > >Cohen maintains 2000 market growth targets - Dec. 30, 1999 >After Wall Street's strong run in 1999, one of the nation's top stock >strategists said Wall Street could see double-digit growth again next year >- CNN > >- Then the year 2000 downturn hit fullswing.... > >Cohen raises S&P target >Goldman's influential strategist looks for 7 percent gain in index >March 21, 2000: >NEW YORK (CNNfn) - Abby Joseph Cohen, co-chair of Goldman Sachs' investment >policy committee and one of Wall Street's most influential market >strategists, said Monday that she has become more bullish on the U.S. stock >market. > >-HERE SHE DOES A 180 just seven days later..... > >Wall St. hit by Cohen - Mar. 28, 2000 >Investors heeded one of Wall Street's best-known market strategists >Tuesday, reducing stock positions after Abby Joseph Cohen advised such a >move. > >Then, less that 30 days later, she switches gears again: > >Cohen still bullish - Apr. 17, 2000 >Abby Joseph Cohen, one of Wall Street's most influential strategists, >reassured investors Monday that they should not be put off by recent market >volatility -- and should hold on to stocks ...CNN > >A weakening.... > >Cohen: Bull market tiring - May 16, 2000 >Abby Joseph Cohen, one of Wall Street's most influential strategists, is >still bullish on the stock market but warned investors not to expect the >double-digit gains of the past. > >Bandwagon Abby after the summer run-up.... > >Cohen remains bullish - Jul. 27, 2000 >Goldman Sachs' Abby Joseph Cohen, one of Wall Street's most influential >strategists, expects the stock market to continue rising into next year as >the U.S. economic expansion chugs on. - CNN > >-Then, she gets the wind taken out of her sails.... > >Cohen: Stock woes short-lived - Sep. 21, 2000 >Goldman Sachs strategist Abby Joseph Cohen said Thursday that concerns >about the weakening euro and soaring energy prices -- which sent U.S. >stocks tumbling this month -- are "overdone." > >Cohen: More comfortable with tech stock levels - Oct. 3, 2000 >Goldman Sachs' Abby Joseph Cohen, one of Wall Street's most influential >strategists, said Tuesday that she is much more comfortable with technology >stocks at their current valuations. > >-Interesting....after she said that, the Nasdaq lost another 12% in the >coming weeks. Then, she got her clocked cleaned again.... > >Cohen: Value in volatility >Goldman analyst says stocks reaching good valuation, oil prices will fall >By Staff Writer Catherine Tymkiw >October 13, 2000: 9:55 a.m. ET > >NEW YORK (CNNfn) - Just one day after the Dow Jones industrial posted its >fifth-largest point loss ever, influential Goldman Sachs market strategist >Abby Joseph Cohen said the escalating market volatility has not changed the >underlying fundamentals. > >Oil prices will drop? Good valuations and underlying >fundamentals?....PLEASE. > >Now today... > >Nasdaq, Dow rebound >Oversold conditions, positive Cohen comments spark rally; techs sparkle >November 14, 2000: 1:33 p.m. ET > > >NEW YORK (CNNfn) - The Nasdaq composite index soared Tuesday afternoon as >investors snapped up beaten down technology stocks and sent the index >easily above 3,000, just one day after it fell below the milestone for the >first time in more than a year. > >Investors seeking any catalyst to start buying were rewarded by positive >comments from Goldman Sachs strategist Abby Joseph Cohen. In a note to >clients, Cohen wrote that equity valuations were at attractive levels, with >economic and profit growth slowing to more sustainable rates." > Thank You Ted DAvid,

To: Ted David who wrote (15077)	8/17/2001 4:39:39 PM
From: Shtirlitz	Read Replies (1) \| Respond to of 52237

Its not only Abby. The whole CNBC show is like a bull parade. All the same faces, who are consistently wrong on their calls over and over again. And they all have the same mantra. "Rate cuts and easier comparisons will lead to the new super duper bull market. And if you don't buy stocks right now you'll regret till the rest of your days" . Blah-Blah-Blah. Over and over. Same people. Irresponsible mutual fund managers who don't give a rats ass into which ridiculously expensive stock they are stuffing clients's money. Annoying. Why doesn't anyone say that the whole economic boom was created by uncontrolable credit expansion, lending and borrowing and now everyone is drowning in debt and overcapcity on all levels of economy. From consumers to corporations. And rate cuts are absolutely meaningless and will not solve anything if no one wants to borrow. Japan is a good example. But CNBC can only pump, sucking more and more inexperienced investors into this overbloated and sinking market. I understand people are desperate for some positive news, and CNBC is happy to put a positive spin on any news, just to kiss its audiences or someone elses ass. But this biased show is a great disservice to the public.

To: Ted David who wrote (15077)	8/20/2001 2:40:22 PM
From: Paul Shread	Read Replies (3) \| Respond to of 52237

Thanks for geting Stephen Roach on, Ted. A nice touch of rationality to the debate. USA Today is ahead of you on this one, though: "All three major U.S. indexes are down since the Fed first cut rates Jan. 3. There have been seven cases when rates were cut six consecutive times. Only once -- at the start of the Depression in 1930 -- have stocks been lower 6 to 12 months later, says James Stack, president of InvesTech Research." usatoday.com Would like to see an intelligent discussion of that fact and what the potential implications are for the economy and the market. Keep up the good work. Best, Paul