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.

Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Second_Titan who wrote (12488)	2/19/2002 9:32:52 AM
From: chowder	Read Replies (1) \| Respond to of 23153

ST, thanks for the recognition. Most of the people who visit here are smart. Sometimes smart people abandon basic rules and principles because they are usually successful at most things they do. Sometimes when we enjoy a high level of success, we tend to get cute with our outlook. We tend to anticipate things more often. It made sense to anticipate the builders going down, and they still may, but in an attempt to be cute and be in front of the crowd, we forget that we're not supposed to fight the trend. The trend in the homeboys, as I've been mentioning for weeks now, has been up. Now some people have made a profit shorting the homeboys, but I'm willing to bet it wasn't easy money. I'm of the opinion that we should get the trend on our side and go with the flow. Later today I'll give my reasons why I think KKD "may" be a good trade here. I don't want to be distracted as the market is now opening. I have to go see how JNPR is doing. dabum

To: Second_Titan who wrote (12488)	2/19/2002 10:15:46 AM
From: kodiak_bull	Respond to of 23153

In re the Homeboys: It's interesting to see that the homebuilders, rather than skying off the January housing starts numbers, are falling (TOL down 1% as I type). What do you call it when stocks stall out on great news, or even fall? A top? Yes, I think that's the term. Good luck to all and this is not any sort of recommendation. Kb

To: Second_Titan who wrote (12488)	2/20/2002 5:10:59 PM
From: Raymond Duray	Respond to of 23153

The Outlook For Oil ST, There is a case for oil in the low teens by September: quote.bloomberg.com And comments regarding seasonality of Russian supply here: Message 17074654 Message 17074654 [[Short attention span readers may rely on my bolding for the key points.]] .......................................................... Point is, we could be poised, as we were at this time of year in 1998, for a bit of a price war. I wouldn't discount the possibilities... Comments and corrections welcomed! -Ray