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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: nokomis who wrote (57974)	6/14/2002 12:16:57 PM
From: nokomis	Read Replies (1) \| Respond to of 208838

Susie's getting rich with her AMGN calls :-)

To: nokomis who wrote (57974)	6/14/2002 12:17:09 PM
From: Jeff Jordan	Read Replies (1) \| Respond to of 208838

I like a girl who knows how to position a bottom<g>

To: nokomis who wrote (57974)	6/14/2002 1:04:25 PM
From: Dave Gore	Read Replies (1) \| Respond to of 208838

Nok, one of these days, people will start to sell a rally and instead of the Market going down, it will rebound and go up and keep going up for 3-4 days. I don't know when, but there are definitely some signs that certain stocks and sectors are overvalued. The Market as a whole is not undervalued, necessarily, but certain stocks are. I'll keep watching the VIX. Gold, drugs and biotechs perhaps look the best as sectors. They are traditionally the safest havens. The industrial sector is looking better, but consumer confidence a bit weak. The SOX seems oversold as well with some many semi's reaffirming or increasing guidance. Housing also looks good still.