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

To: Terry Whitman who wrote (35423)	5/4/2002 10:42:11 AM
From: dvdw©	Read Replies (3) \| Respond to of 52237

Terry I always enjoy reading your posts; Your one of the few overtly bullish folks on the thread, in a world of trend followers at least your seeing the rotation for what it is. One technique that is playing an enormous role right here and now; is the huge liquidity creation from 1998 on by the NAZ 100 & the Big caps like GE, these companies added shares to a great extent at the peaks of their business cycles. Hence I would spend a great deal of time understanding the psychology of these FREE shares added to mutual fund and individual accounts, this is now a distribution issue, and wont be cleaned up any time soon. As these stocks weaken and rally distribution continues. While just the opposite is happening with many important small caps and emerging tech defense contractors. They fall into the camp of under funded to meet foreward demand for ownership, as there respective business grows, these companies will far outperform the market. IMO most fail to understand what has happened post 911, we really have two markets, the underfunded market and the over funded market as measured by the liquidity created during the last business cycle. The divergence is clear; and not to be ignored. I would spend a great deal of time studying Yahoo profiles looking at price to sales ratios and which companies SPLIT(s ) and by how much during the last cycle. Leadership never remains static, and this is a huge error of investors as they try and project forward leadership on to current markets using the last cycles leadership as a forward guide.. The next 12 months minimum will be required to determine who will jump forward and into the limelight with Products, Services, and competitive advantage for the next business cycle. Macroeconomic conditions need to be monitored, far more closely than in the past cycle, as most were playing a game where little knowledge was required to move in or out and of highly liquid positions. Now, that will only lead to lament about when the bottoms will be in these dynamic distributions. Most people hear need to go back into the past and remember WANG, Computervision, Perkin Elmer, hell pick any sector and you'll find the same story. Business cycle peaks bring about change, and the continuity with the past most investors desire, wont be there to provide the juice needed to make a living in this business. There is a popular little book called Who Stole MY Cheese ( 20 minute read); IMO every trader needs to read it and do so quickly, as the opportunity right now is great, but one needs to see with better eyes. In monitoring this thread I get the distinct impression that there are many here whose roles are to keep folks and their capital engaged in the past, I certainly wish there could be more personal disclosure regarding who gets paid for doing what, and by whom. Over time; opinions begin to stick out like sore thumbs. Good luck in your endeavors. All action happens against the float.

To: Terry Whitman who wrote (35423)	5/4/2002 5:37:05 PM
From: Paxb2u	Read Replies (1) \| Respond to of 52237

Terry--I did an analysis for myself several years ago, and found for the number of days per year I could use either one, it was cheaper to stay at hotels--Not the same---but economically much better. Peter :o)

To: Terry Whitman who wrote (35423)	5/4/2002 11:28:51 PM
From: dawgfan2000	Read Replies (1) \| Respond to of 52237

OTOTOT Hey TW, If I understand your question correctly, I would consider how I would be travelling. The one advantage of a two piece set up is unhooking and having wheels to explore, without having to pack up the fort. (Who wants to take a motor home to the city or super market??) Especially if you see yourself digging in for more than a couple days. Or you could buy a bicycle or scooter to get mobile if you get a RV. Plus, if you get to buy two toys, a PU is always nice to have around on a big property -ggg- Coaching and Umpiring - you must bite your tongue a lot ;) cheers!