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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: Cogito Ergo Sum who wrote (3217)	10/25/2001 3:00:28 PM
From: Roebear	Respond to of 36161

kastelco, Don't quit yet, you are just beginning to enter the required frame of mind! LOL Roebear

To: Cogito Ergo Sum who wrote (3217)	10/25/2001 3:03:27 PM
From: Frank Pembleton	Read Replies (2) \| Respond to of 36161

Kastel, the market is still anticipating something positive, something decisive. It's easy enough to tell which way the markets are going to open in the morning by the way CNN reports on the ME the previous evening. I'll probably get eaten alive by the big S for this comment, but I don't see gold as war insurance here, that title belongs to the integrated oil companies that are invested in Alberta tarsands. As we all know, gold is money...we need to take this war to some sort of conclusion, so the spot light can shine on the nice folks in the finance industry. New year, new problems… Regards Frank P.

To: Cogito Ergo Sum who wrote (3217)	10/25/2001 3:19:00 PM
From: isopatch	Read Replies (3) \| Respond to of 36161

Kastel. Pounded the table on this one. As a core portfolio holding a month ago. siliconinvestor.com Golds and patch are great sectors. I've got good positions in both. But there are also new LT leaders driven by tremendous demand for their products in the new war market. Bought a basket of domestic security stocks a months ago. Since then, VSNX has outperformed my other ones. Best approach for me has always been to add to the stronger stock(s) and not be afraid to average up. Laggards usually continue to lag. Either cull those out during the 1st rally, or if there's a special reason delaying a strong move will stick with just the initial position till price action looks like it's ready to rock. FWIW, hope that helps. Isopatch

To: Cogito Ergo Sum who wrote (3217)	10/25/2001 3:39:01 PM
From: gold$10k	Read Replies (1) \| Respond to of 36161

Hi Kastel, Sometimes it seems to me that the market has an agenda of its own and that news events are just triggers which make the inflection points of that agenda happen either sooner or later, weaker or stronger. DJIA and SPX are already rolling over. I believe that this NASDAQ rally will be technically constrained by the low of August 22nd at about 1800 and so do many others. At that point I will be ready to short NDX. askresearch.com Message 16558399 Just my opinion, vt