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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?


To: Dave Gore who wrote (9757)7/22/2002 9:58:47 AM
From: Dave Gore  Read Replies (1) | Respond to of 16631
 
WCOME -- Sidgmore speaks again, stock up 30% again! The guy is calming, magic, a great spinner.



To: Dave Gore who wrote (9757)7/22/2002 10:03:19 AM
From: Bruce A. Brotnov  Read Replies (1) | Respond to of 16631
 
Dave you said, "Re: housing I think there is this irrational worry that looking forward Homebuilders will be week. Why somebody worries a year out is beyond me."

It is easy because they can only hope if they add one year they may finally be right. Eventually stocks have to slow in growth rate due to mathmatical reasons as a high rate of growth cannot go on for ever as the base keeps getting larger.

Will they ever admit being wrong, no, they'll wait for how ever many years it takes for the sector to slow down and then say - seeeeeeeeeeee!

Bruce



To: Dave Gore who wrote (9757)7/22/2002 10:56:54 AM
From: Carl Worth  Read Replies (1) | Respond to of 16631
 
RTN has some kind of overhanging problem with an asset they sold which they are going to have to make some repayment on i believe, other than that defense in general does seem oversold in this world environment...i had traded RTN in the 40's when it was up there, fortunately my last shares got called away a while back and i never bought back in because of the above concern, it is starting to look pretty attractive tho

i think HON is looking pretty good down in this area tho i'm still waiting for some kind of bottom to buy much

LOW also looks good somewhere in here, i would buy in the low 30's if it gets there

carl