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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: William H Huebl who wrote (71345)	6/30/2005 4:04:54 AM
From: Skeet Shipman	Read Replies (1) \| Respond to of 94695

The nine newsletters top market timers over the last decade are bullish. (The newsletters are listed alphabetically from MarketWatch.) marketwatch.com Blue Chip Investor: Bullish. Editor Steven Check's valuation model shows stocks currently to be at "one of their cheapest points - compared to bonds - in the last 25 years." Bob Brinker's Marketimer: Bullish. In his most recent issue, editor Bob Brinker writes "A review of our 'five root causes of a bear market' convincingly concludes that the bears remain out in the cold. We anticipate further gains going forward... (T)his cyclical bull market has ample room to roam higher." Cabot Market Letter. Bullish. Writing Thursday night, before Friday's big down day, editor Timothy Lutts wrote: "We expect that this [recent weakness] will be merely a normal correction, which will cause a little pain and thus set the psychological stage for the renewed advance." Chartist. Bullish. Editor Dan Sullivan wrote Tuesday night that, "Our advice for long term investors and traders remains the same. Stay fully invested." Investors Guide to Closed-End Funds: Bullish. Editor Thomas Herzfeld's "U.S. Equity Funds" model portfolio is 88 percent invested. No Load Fund Investor: Moderately bullish. Though editor Sheldon Jacobs doesn't offer an overall market timing prediction in each issue, his "Wealth Builder" model portfolio, which is his most aggressive, is currently 70 percent allocated to U.S. equities. Timer Digest: Bullish. Editor Jim Schmidt bases this newsletter's market timing model on a consensus of the top market timers. His consensus of the top 10 based on performance over the last 52 weeks is bullish, with 5 bulls, 3 bears, and 2 neutral. His consensus of the top 10 for performance over the last two years is also bullish, with 8 bulls and 1 bear and 1 neutral. Vantage Point: Bullish. Editor John Harris recently wrote that, "the stock market's intermediate-term trend is up and so is the long-term trend. Therefore, the bull market continues, albeit in a wide trading range." Vickers Weekly Insider Report. Cautiously bullish. In the issue of this newsletter from earlier this week, Vickers states that "we remain cautiously optimistic for now and anticipate that insiders will begin to find value again at current prices." The newsletter's two model portfolios are 87 percent and 95 percent invested in the stock market. As for me; Unless oil keeps dropping I am bearishly neutral in the market with puts offsetting many of my remaining positions. Skeet