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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Pink Minion who wrote (42458)3/21/2002 1:45:36 AM
From: Canuck Dave  Respond to of 99280
 
INTC downgrades and GE accounting troubles.

Just my opinion.

CD



To: Pink Minion who wrote (42458)3/21/2002 2:20:03 AM
From: mish5000  Read Replies (1) | Respond to of 99280
 
Who gives a damn if Housing starts were good? How does that affect the earnings prospects of EMLX, VRTS, BRCM and all the rest of the Nasdaq bubble stocks?

Forget about a tech recovery folks, until all the deceitful BS and creative accounting has been banished - we are still living in the son of bubble.

"But Earnings are improving and companies are beating expectations" - Oh really? After Slashing Estimates by 75% I would damn well hope so....

"But we have fallen 3000 points from the high - we can't go down anymore..." - Someone care to take a look at something called Valuation...We are more richly valued now than we were 2 years ago at the peak of the bubble...

"But the analysts are all telling us that GDP will be at 5% growth by next year" - Ohh you mean those same Analysts who had a strong Buys on JNPR, SCMR, ETYS and EXDS at $200?? Ahhh... Very credible... Sound like a reliable bunch of folks.

WAKE UP AND SMELL THE COFFEE FOLKS and If you are feeling particularly brave read this article - I dare you.

smartstockinvestor.com



To: Pink Minion who wrote (42458)3/21/2002 7:47:33 AM
From: Zeev Hed  Read Replies (4) | Respond to of 99280
 
Semibear, could it be that the numbers on housing were "so good" that in the short term they simply cannot get better? That was the argument I used in April of 2000 for the semi sector (the BTB reached an unsustainable 1.44 then) to "forecast" a peak in the sector within two quarters.

Zeev



To: Pink Minion who wrote (42458)3/21/2002 9:31:39 AM
From: seminole  Respond to of 99280
 
The numbers are too good yet we sell off?

This is spring. It is time for the bears to first give up
the idea we are in a recession and next they give up the DOUBLE DIP recession idea.
We are starting the phase, the bear phase, of this economy were we all will be told that the economy is growing too fast.
Be prepared for article on why interest rates must be increased followed by articles on inflation and gold investing.

Don't you love spring time?


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