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 : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Terry Whitman who wrote (34265)4/16/2002 11:36:39 AM
From: dennis michael patterson  Read Replies (1) | Respond to of 52237
 
>>Meanwhile, the market climbs the wall of worry, the bears whine, and the quietly confident bulls continue to make money..<<

Well, I have made money in the last few weeks but I certainly am more than happy to count lady luck in my arsenal! No whining here



To: Terry Whitman who wrote (34265)4/16/2002 11:48:37 AM
From: Lee Lichterman III  Read Replies (1) | Respond to of 52237
 
Terry - I agree that non tech, unknown name tech and especially mid caps and small caps are in a bull but the big name techs are still just a bubble. A few things from our site I posted that illustrate this....

......Does anyone realize that NVLS is at the same price it was last year when they EARNED 54 cents and saw a bottom then too as they are now while losing money? How about that they are only 10 bucks below their high of 2 years ago when they were going to rule the world!.......

......some findings I found interesting in the PPI report when I looked over it. I tend to scan these reports looking for possible trends or hints about business conditions in various sectors etc. From the report which can be found at

bls.gov

From Page 4...

Price increases for light motor trucks, heavy motor trucks, and
for x-ray and electromedical equipment were offset by falling prices for
communication and related equipment, passenger cars, and electronic
computers. ..........

also on page 4......

The index for intermediate energy goods jumped 5.2 percent in March
(the largest increase since a 7.5-percent advance in October 1990)

....................

From page 5...

The primary
basic organic chemicals index moved up 12.7 percent, following a 1.1-
percent increase in February. The index for potassium and sodium compounds
also rose at a faster pace in March than in February........

On page 6, bad for growers, good for tobacco sellers that don't grow the stuff??.......

Leaf tobacco prices moved down 26.5 percent,
after falling 2.4 percent in the previous month.

.............

Basically, it looked like there were little signs of inflation, but there also weren't many signs of a boom starting up. A few things that concerned me was some raw goods for manufacturing costs were rising such as energy prices, some chemical costs etc but there wasn't any hint of a rise in finished goods increasing prices.

In other words, it is costing them more to make stuff but they havent any pricing power to pass those costs on. Revenues may increase but profits won't if the trend stays the same. .........

From: KeepItSimple Monday, Apr 15, 2002 9:13 PM
View Replies (1) | Respond to of 160152

Looks like NVLS has a 280 million profit for this quarter BURIED in the footnotes, based on... wait for it..
a synthetic lease on their facilities.

=================

Targets need to be researched and decent values found or else scalp when the opportunity arises such as today. I dont think we can paint this market with a broad brush. The AMATs, NVLSs, MUs etc are still ridiculously valued. On the other hand, most of the stuff no one looks at are decent buys and gems in teh rough. The improving advance decline, new highs and new lows ratios show that there is a new bull. Unfortunately, most people are still trading the old glory love stocks.

Good Luck,

Lee