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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jill who wrote (50330)	4/21/2002 2:27:40 PM
From: Cactus Jack	Respond to of 65232

Jill, Thanks for sharing those thoughts. I've seen much different viewpoints for the most part lately. Hope all is well. jpgill

To: Jill who wrote (50330)	4/21/2002 4:01:34 PM
From: RR	Read Replies (1) \| Respond to of 65232

Hi Jill! Good to see you on here. Regarding the market, I've read countless arguments for it going both ways over the next couple of months. I'm sure you've read similar accounts. Take your pick. I don't have a good feel for it going either way right this day. That's why I'm all cash except for one position. Also, my time frame remains short. Just swing trades planned for a few days is all. I'm interested to see what happens this week now that expiration is over. Summer coming. You know the downs that usually brings. Look at MSFT and IBM. Hint? Maybe. But, the recovery is coming and many businesses I deal with are still focusing on better things the second half. Like I wrote a few months ago, many of my clients that are in manufacturing were getting renovations done, retrofits, etc. to be completed by the second quarter to be ready for the second half of the year. I still see that. Consequently, I believe that's a positive indicator for the longer term view of course. I do believe that we've ample chances for the market, especially the Naz, to have gone lower and it didn't. That's one thing that has me somewhat bullish. I will remain very cautious until I can see a more definitive indicator. I won't be surprised which way it goes near term. The market is undetermined. I do know this. It's not the end of the world. I don't believe there is doom and gloom on the horizon the way some preach. If one plays it smart, cautious, and has patience in this market, you can make a very good return. There's lots of opportunities out there, even in this market. RR

To: Jill who wrote (50330)	4/21/2002 7:52:29 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 65232

Jilly, methinks a long base coming Checkpoint has some super software security products the curveball I see coming is that the economy might pick up some, but we may not see much of any revival in earnings rising energy costs, constantly rising health benefit costs, rising insurance costs (totally unaddressed), and still a huge surplus of capital equipment overhang as long as business investment remains subdued, I think we have a jagged baseline sustained for a while no sign of revival we have had some inventory replenishment, and that is nice but followthru on consumer and business demand is very doubtful then comes the Fed interest rate hike and all hell will break loose I have never seen GreenMan in such a BIND the entire S&P has swapped longterm debt into shorterm gonna crimp earnings even more I hear you on the chart of individual stocks but check out the USdollar chart it is trending down now and that sounds a big alarm for major stock averages, as well as imported inflation with that yawning gaping widening huge $35B monthly trade deficit / jim