SI
SI
discoversearch

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: Cymeed who wrote (21648)10/14/2001 11:42:30 PM
From: lifeisgood  Respond to of 52237
 
Stephen, as to the comparison of April's rally versus current one, I see two differences here.
1). Stock prices are much cheaper currently;
2). Interest rate is much lower currently.


and.....

3). Current PEs are almost double what they were in the April rally and at multiyear highs to boot.

best...

LIG



To: Cymeed who wrote (21648)10/14/2001 11:47:36 PM
From: Lee Lichterman III  Read Replies (2) | Respond to of 52237
 
How did you arrive at 70 for WMT? If we are deflating or worse yet stagflating as the CRB seems to be indicating, then non dividend paying stock ownership doesn't make sense. One would want dividends or high commercial yields not betting on unemployed people buying gadgets from Wally World. What am I missing here?

Thoughts on ADM??? It is pushing 12 again with falling commodities but no price drops at super markets. Somebody is making out somewhere? I don't follow them that close so I am just asking anyone that follows them closer. CAG seems to be holding up OK.

Good Luck,

Lee