Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: D.B. Cooper who wrote (10059)	12/6/2002 9:46:03 AM
From: Sig	Read Replies (1) \| Respond to of 13815

<<<sometimes you do think outside of the box.>>> Thanks for taking over the night shift-I got a few hours sleep Forcast for 2003 1. By the end of the years the market levels will be near where they are today. ( the Dow is controlled by changing the constituent stocks, like adding UPS which is up 28% while UAL has has gone to near zero) 2. There will be some money inflows (401's, etc) and from those trying to beat bond returns) but that is only enough to feed the brokers and funds who will continue to eat away at the total by churning to live off the fees) . . 3. Equity investing profits will be obtained only by very selective buying. This has always been true, as I noted fron experience in the 1960's. And. Mr Buffett missed the entire bubble by staying away from techs. 4. There are some good opportunities by playing outside the box. Companies will be struggling to improve efficiency while competing with cheaper foreign goods and labor. That requires investment in techs and use of the Web. Avoid the funds, avoid the big old companies like Sears, Penney, airlines, oils, utilities, energy etc. People like to try new restaurants after eating at the same old place many times, they know what goods Sears and Penneys carry and will try elsewhere for something unique. 5. Find the niche players like Ann, Gps, Shrp, Tsco, and the Gaming companies. Techs providing or producing MP3 players, games, talking+ acting toys. Something different. 6. Keep in mind the pruducers of those chips, flat panels, etc get less money each as they become commodities and patents expire. Sellers to the public like Dell, Best Buy, Msft have a better opportunity to make money 6. No way for me to tell what will happen in the housing markets. Cities will naturally try to raise taxes. My overall picture of the bubble and what has happened since is that the Government wants people to stay working-needs people to stay working- cannot have everyone a millionaire and retired to leave money in one company forever - He$$, the analysts, brokers and bankers who loan money to the brokers would all go broke without the trading or churning. They will keep those bil shares each of Msft, Csco, Intc, Dell, and continue to churn. Good luck Sig

To: D.B. Cooper who wrote (10059)	12/7/2002 2:18:59 PM
From: Sig	Respond to of 13815

. <<< At first I thought it was inspired by some self induced narcotic<VBG> I really like Dell great company VERY well managed. No one right at the moment can compete. Maybe someone in China in a few years.>>>> Tobacco and cafeine. 50/50 There is so much variety in peoples investment needs and financial/retirement positions it is nearly impossible to say useful words here. Hopefully nobody tries to act on anything said here or by analysts or even CEO's withoiut checking it out. But never bet against Donnies picks. I try to bring encouragment to keep trying and learning. During 1996 to 1998 Dell went up 1200% My return on investment for that period was 12,000% and know success can be found somewhere. Bears could have done as well in the past two years . Merely short NT, Glw, Jdsu with cheap Leap puts. Two conclusions are that major effort should be directed to finding the one company, or one stock that can outperform, and that there is opportunity in options. (it could even be one that outperporms on the downside which are more common today(haha) If one can find that company, we dont have to worry so much about market volatility ,direction, or wars. Now if we ever make some more profits,which I assume is a reason people visit this thread, the question I have is what can best be done with them ?. Sig . .