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


To: Zeev Hed who wrote (69049)5/18/2002 1:03:52 PM
From: lh56  Read Replies (2) | Respond to of 99280
 
i wonder if LLL is contributing to the downward pressure on INVN? deeper pockets must, at some point, begin to assert themselves in the biometric market.

i had LMT @32 and was advised to exit @35. seems they would be overvalued above that number. i think that marked the end of my compulsion to watch cnbc. (.5g)

homebuilders: everyone seems to want to short them, but, according to TOL, there's still plenty of money waiting to buy expensive homes and their fundamentals look pretty reasonable.

auto: SAH, UAG: someone-merril?-had a research opinion that this sector would be the best in retail for the next 3-5 years.

well, for me, the onset of wisdom is apparent when i feel a certain amount of relief deciding it's ok to sit this one out. much thanks for sharing some of your daily trading journal w/us this year. in my book, you're a real mensch (hope i got that right).(2xg)

happy weekend all,
larry

ps, Artesa pinot noir, carneros, '99. i recommend it.