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

To: Psycho-Social who wrote (45136)	3/30/2002 7:19:12 AM
From: farkarooski	Respond to of 99280

<<One unique factor this year is that the Nasdaq significantly underperformed the DJIA and S&P 500 in Q1, so portfolio managers who didn't want to show losers being increased in their portfolio for Q1 may be more inclined to buy Nasdaq stocks after the 31st.>> what is all those window dressing bullshit ... If a portfolio manager is doing his job, he should be outperforming his peers and not have to worry about what is in his portfolio ... they should concentrate on picking the right stock and the right entry and exit, spending on the other nonsense is wasting time trying to fool the public ...

To: Psycho-Social who wrote (45136)	3/30/2002 8:23:57 AM
From: t2	Read Replies (2) \| Respond to of 99280

One unique factor this year is that the Nasdaq significantly underperformed the DJIA and S&P 500 in Q1, so portfolio managers who didn't want to show losers being increased in their portfolio for Q1 may be more inclined to buy Nasdaq stocks after the 31st. That is really a strong case for buying Nasdaq stocks. Consider companies like WCOM, or CIEN. Why would any manager want to show such names in their quarterly reports? What can one say about those that are holding on to these stocks at the start of April? They are going to be VERY patient and not rush to sell. The weakest group has been the communication sector. Some like CIEN, SONS are long term stories..investors are going to wait for further negative signals before selling ..and that may be another quarter. On the other hand, blue chips like WCOM that are beaten up and have good valuations are going to be held for a long time as part of the reason for the decline was SEC related...and it is all out there now...and WCOM is not an Enron. jmho

To: Psycho-Social who wrote (45136)	3/30/2002 9:15:09 AM
From: Murray Grummitt	Read Replies (1) \| Respond to of 99280

Stock Traders Almanac uses data from Jan. 72 to Dec. 00 for the Nasdaq. The difference between it and the VTO report needs to be explained as a few years should not make that big a discrepancy. I suspect that where as April 4th is always compiled as April 4th in the VTO report, April the 4th 2002 is compiled as the fourth trading day in April for the past 18 years in the Almanac. This would make the data in the Almanac more meaningful. BWDIK!