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To: Sig who wrote (10958)	7/13/2003 2:46:43 AM
From: pbull	Respond to of 13815

I agree. I'm expecting some mid-cap names where business is OK but not great to join the advance here. The $2 lotto tickets have already been picked over, in other words. The small caps and high dividend stocks won't continue to run much longer, in my opinion, so you'll see more garden variety stocks do OK, not great, but OK. I just can't get excited about the large caps. Not much upside, not much downside. Dull. But what do I know? I'm the same crazy idiot who reco'd airlines about a year ago. Along the same vein, retailers and sub-prime lenders sound like interesting contrarian plays. We'll see. Who knows? Didn't Buffett buy an outfit that makes mobile homes? PB

To: Sig who wrote (10958)	7/13/2003 10:54:20 PM
From: pbull	Read Replies (2) \| Respond to of 13815

Looked at some charts in IBD tonight, lots of good-looking gainers from broad bases. This market is so much like 1991 it's spooky. So far it has followed the script. Only caution I see is small cap funds up 30%+ over the last 3 months, and the utes look like they're starting to roll over. Dollar looks good though. Here's a tidbit: The congressman in this area, a Republican, wrote an editorial for the local rag that began with 3 or 4 sentences about the sluggish economy and unemployment, then devoted the rest of his piece to a Democratic effort to regulate roller-coasters. He is opposed to any new regulations on roller-coasters, saying that if it isn't broke, don't fix it. Hmmmm. Perhaps that should serve as a reminder that this market will continue to have its ups and downs. PB