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Strategies & Market Trends : Strictly Buy and Sell Set Ups -- Ignore unavailable to you. Want to Upgrade?

To: Snowshoe who wrote (108)	10/20/2004 11:44:18 AM
From: Snowshoe	Read Replies (1) \| Respond to of 13449

Insurer followup: Jim Cramer out with opinion that medical insurers like AET and UNH are victims of guilt by association... Medical Insurers Don't Deserve This Hit By James J. Cramer RealMoney.com Columnist 10/20/2004 10:54 AM EDT thestreet.com

To: Snowshoe who wrote (108)	10/20/2004 3:31:22 PM
From: chowder	Respond to of 13449

Snowshoe, I don't object to people providing fundamentals. When FA and TA come together, the opportunity for some very explosive moves exist. It would be nice to know when both strategies are in alignment and since I don't follow the fundamentals, it's fine with me if others do and present it here. dabum

To: Snowshoe who wrote (108)	10/20/2004 3:35:46 PM
From: energyplay	Respond to of 13449

If you're a fund manager, you can't buy insureres - it's a mine field. Lots of rumours about Spitzer getting into derivatives books of insurers, banks, brokers. The financial stuff is > 30% of the market - so if you can't buy that, choices are tech, and energy. JP Morgan Chase reported lousy numbers. With the election, you can't go to drugs or biotech. Teradyne makes semi equipment, reported bad number - the stock is UP. AMD had bad news 3 weeks ago, stock went UP. I now own AMD, in additon to huge overweight in energy, and COH shorts and puts. siliconinvestor.com