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 : Guidance II -- Ignore unavailable to you. Want to Upgrade?


To: DebtBomb who wrote (642)3/17/2002 10:15:21 AM
From: DebtBomb  Read Replies (1) | Respond to of 2077
 
Official: Al-Qaida Moving Money Again story.news.yahoo.com



To: DebtBomb who wrote (642)3/17/2002 10:52:11 AM
From: ChrisJP  Respond to of 2077
 
Great article, Dale -- a MUST read !!

My favorite part:

``The majority of commentators did not see the recession coming, didn't believe it when it arrived, minimized it when they acknowledged that the economy indeed was in recession, and now the current wisdom is that there was no recession after all,'' says James Dines, publisher of the Dines Letter, and a long-time investment adviser based in California.

I don't believe his total gloom & doom scenario, but the fact is that our society's "Ministry of Truth" has a vested interest in making the public believe that there's no cause for alarm economically. So they lie. And they know they're lying.

Back in summer 2000, I posted many times on SI not to believe the so-called experts. I said -- watch CSCO -- when it starts closing under $50, then you know the institutions are selling everything -- despite the constant bombardment of "buy and hold" messages they were broadcasting.

Regards,
Chris



To: DebtBomb who wrote (642)3/17/2002 1:36:19 PM
From: 2MAR$  Respond to of 2077
 
I missed that AMZN short last week ...

it's all your fault Dale ! ( but me---> dummy)
stockcharts.com[h,a]daclyiay[pc5!c20!f][vc60][iut!Lh5,5!La12,26,9]&pref=G

Well ORCL thru a damper on the IT rebound parade....
lets see what the $GSO decides to trade this week

CHKP
stockcharts.com[h,a]daclyiay[pc5!c20!f][vc60][iut!Lh5,5!La12,26,9]&pref=G

etc etc...

;-)



To: DebtBomb who wrote (642)3/17/2002 1:39:21 PM
From: Dave Gore  Read Replies (1) | Respond to of 2077
 
Dale, thanks but I had to laugh at the melodrama. "RUN FOR YOUR LIVES!", that the article mentioned.

Again, this is yet another melodramatic article that makes some sense, but does not necessarily fortell what will happen. When is the last time the market really acted logically for any length of time?

ONE LITTLE EXAMPLE: Please tell me why if PE's are so important that biotechs or even tech stocks have prices as high as $20-40 a share with no earnings in sight for 2002 or even 2005, while stocks like MIR had a PE of 4+ a couple months ago and WM has a PE of 10 even though they are growing at 20%+ a year?

If the Market goes down for any reason it probably will be something like traders will get worried that the Feds will tighten, as if a 1/4 point hike in 3-6 months is going to totally derail the economy of the U.S. If anything will cause a selloff, something like that will probably be the catalyst. After all, the Market OVER-DRAMATIZES EVERYTHING!

Sure, we have some serious overvaluation in some stocks, but does that mean that there are NO stocks that are undervalued? Again, most articles are too general. Too black and white because that's what "Sells". There are always place to invest, like that bread company whose stocks went up 400 or 600% or something in the last 2 years (Panara, was it?)

SOME POSITIVES STILL EXIST
I still say the consumer has lots of 401K money to invest in Funds as the rules are allowing more to be put in, some re-financing is still going on (with equity being pulled out), job unemployments is still low, sales and rebates are in place like never before to attract the consumer, and CD's offer no enticement to take money out of the Market.

Run for your life? Hardly!

I say just be prudent and take advantage of opportunities long or short when they crop up.