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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?


To: richardred who wrote (361)1/10/2004 11:24:38 AM
From: dvdw©  Read Replies (3) | Respond to of 7265
 
Think I've lost on this one? One thing I've learned with SSPI is Trust No one. As far as Defense group, you have not seen anything yet. In fact you have one of 5 on your list I think will go in 04. So there is plenty of action ahead.

04 will be seen as a year of Whipsaws, the jockeying that is going on wont end until after the elections. The market has a socio political wing and its working overtime. Hence the Short Interest at these extraordinary high levels.

Its about Control of the best forward value. Who has it and who wants it. The short tool is in full effect for those that want it, at least in my universe of stocks.

Look no further than the action, differentiate short selling from Sales by investors, and you'll have a very profitable year. 04 will be seen in hindsight as the year of Positioning for what follows. Throw the cliches out the window, Mr Market is struggling like everyone else to identify where the business is going.....It matters not where its been. Watch some of the Oligarchs in telecom and healthcare, many are loosing their grips and are in serious distribution. 2004 will be the transition year that many thought 2000 would be.
Turn down the volume on the markets main organ of communication stay focused on the fundamentals unfolding. See the tree not the forest.

All imho.