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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (47693)3/24/2004 3:20:15 AM
From: energyplay  Read Replies (1) | Respond to of 74559
 
Look at IIH Internet Infrastructure holders -

holdrs.com

77% in Beas, verisign, Akami, Real networks

Now look at the A's in QQQ -

Apple - selling more IPods, also biz with iTunes.

Adobe - Recent upside profit surprise.

Amgen - Recently up on express approval of Avastatin. Bio techs are dangerous shorts - you never know when they will cure something - maybe something they weren't scheduled to cure....

In 2000, I put together a spreadsheet to calculate the composite p/e for a number of sector funds. I think this is online now somewhere....



To: energyplay who wrote (47693)3/24/2004 8:59:26 AM
From: TobagoJack  Read Replies (1) | Respond to of 74559
 
Problem: Holders have no LEAPS, and so a wager on them perhaps should be held off a bit longer, until we see the whites of the bulls' eyes. J


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