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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ditchdigger who wrote (28636)	5/31/2002 2:23:08 PM
From: willcan	Respond to of 29382

>> "BGO off 10% -- thought one this would stand up" might have something to do with the floorless debt placement >> they have overhanging the stock.. Thanks Ditchdigger for the heads up on Zeev's thread. I just scattered gunned a few small position in gold, based on scimming a bunch of articles. Don't know what or where I put BGO in ok column.. ;={ Possibly their claim to be lowest cost / oz producer. Who knows, if gold blows thu roof, it may not matter. But being from VT (at UVM in early 60's) I like to save a penny - got out w/minimal damage. Where do you think this will be a value? I had a cursory look at Market Guide Provestor report and didn't see anything re: converted shares. Thanks, @ac@

To: Ditchdigger who wrote (28636)	6/1/2002 6:59:01 PM
From: Sergio H	Respond to of 29382

Hi Ditch. Backed into another car that was backing into me at a parking lot today. Crash was a joint effort. Luckily no damage. Nothing compared to the picture you posted. Sector info: ...from Zachs.com Money FLOW WEEKLY <In last week's Issue we cautioned against becoming too enthusiastic about big market surges. Likewise, market drops should not be taken too seriously either, because we are still going nowhere. In the past three years the Dow has been at its current price level of 10,104 at least 12 times. Whether we are up one week or down another, the overall trends have not changed in several years. Even the big run-up to January 2000 is looking only like the top of the multi-year trading range (with September 2001 as the bottom of that range). What does this mean for stock selection styles? Currently, it means that buying and holding stocks is a hard way to make money. We wish that were not true, because holding is easier than trading. Where is the Money Flow going now? It is flowing primarily to consumer-related stocks. Individual stocks in cyclical and consumer Sectors have good past histories, and these issues can be trusted to deliver solid performance (for now). That can change, but since it the current case, it means we should search for LONG positions among the stocks with proven performance histories. > Bollinger's current allocations, using I-shares: finance.lycos.com 70% US stocks, 20% international stocks and 10% cash. Style: (AMEX:IJS), (AMEX:IWN) & (AMEX:IJJ) Sector: (AMEX:IYK), (AMEX:IYR) & (AMEX:IYE) Country: (AMEX:EWY), (AMEX:EWJ) & (AMEX:EWM) S&P projected earnings June 1st, 2002 S&P 500 Sector Table Expected Change in Earnings S&P 500 Sector 2002E 2003E Transportation 107% 125% Materials 21 65 Technology 36 44 Consumer Cyclicals 23 21 Energy -30 20 Industrials -2 16 Healthcare 7 15 Consumer Staples 6 14 Financials 22 14 Communications Svcs -10 11 Utilities -3 9 Source: Thomson First Call