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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: Galirayo who wrote (6373)	1/8/2005 8:03:04 PM
From: Ken W	Read Replies (4) \| Respond to of 23958

Ray, Sergio and gang... Been getting caught up on the present discussions. The "other problem" as you first suspected is now benign, lots of anguish for nothing...damn doctors. Anyway, Ditch...they are rotating to consumer staples. stockcharts.com Sergio...The SOX lags the market, I think we discussed this before. The market hit 3 1/2 year highs just before Xmas...now everyone is running scared because the fund maniacs are taking profit in the new tax year, rather than piling it on top of their trading profits for the 04 tax year. The SOX sucked in 04 so, I'd expect it to outperform in 05. "They" decide which sectors they are going to run for the year. This past year it was oil and gold...It may take a couple of weeks for things to solidify, but the that would be my bet. As you stated RFID is going to be the buzz word for the year. WalMart has forced many companies to play the game...some gudginly, but it is here now, just like Nanotech and StemCells. ALAN is my largest bet in that area. Ray The oil sector has hit a trading range as close to 40 on the buy side and 45 on the sell side. Until something earthshattering comes along IMO it will bounce in that range for some time. Divy stocks should remain in favor, defense stocks are out...rumored cuts in spending at the Pentegon.... Ken <Nearly under water from all this damn rain.>