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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?


To: SliderOnTheBlack who wrote (23480)4/7/2005 8:12:07 PM
From: isopatch  Read Replies (1) | Respond to of 108961
 
Thanks Slider. Good ideas. Hope everybody here takes a good

look at them.

My rule of thumb for tops is the weak stocks that will lead to the downside roll over well before the broad market indices.

So, even though the public and proprietary stuff I rummage through, every day, continues to say we have more broad market rally to go? It's an excellent time to be picking some bear favs long before the monetary cushion holding up the broad market ends early next month.

Isopatch



To: SliderOnTheBlack who wrote (23480)4/7/2005 8:34:06 PM
From: crdesign  Respond to of 108961
 
Slider, I like your thinking on the kids clothing stocks and Yellow Freight as a headwind indicator.

However, since we know 'Momma Market' somehow always manages to present earnings and info to the general investing masses in an often "Dubious Manner"
I wonder if there is a way we can collect concrete information of said companies in a micro manner:

Meaning:

Is there a way to find out the most recent production # of clothing hangers being ordered and shipped (Plastic, wire and wood) each representing a specific sector ie. Plastic is probably for Walmart items, Wire is for the dry cleaning industry and Wood is for the high end retailers.

If these stats could be captured, one may get a clearer picture of what the economy is really up to.

The same goes for Yellow Freight;
How many tires are they purchasing and replacing?
how many oil filters are being purchased?
Or how many headlamps are they replacing?
This info is all in comparision to years going back at least a decade.

I don't have an easy way to capture these stats but if someone on our thread is more Inet savvy, I think we would have a sharper edge on the IT direction of the overall market.

Opinion? Tim



To: SliderOnTheBlack who wrote (23480)4/8/2005 8:36:59 AM
From: redfish  Respond to of 108961
 
Great timing, YELL is down big this morning:

finance.yahoo.com