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Non-Tech : The Woodshed -- Ignore unavailable to you. Want to Upgrade?

To: TheSlowLane who wrote (42087)	12/10/2006 10:09:59 PM
From: Malyshek	Read Replies (2) \| Respond to of 60918

SlowLane, I know you're a Don Coxe fan. Do you agree with this summary of his recent talk which was posted to the Value Microcaps board on Investors Hub? Another analyst whose views I take seriously, Paul van Eeden, has taken the view that a major U.S. slowdown will likely tank the prices of the base metals--sounds like Coxe would not agree based on the below. Appreciate your views on this issue. Thanks. investorshub.com kipp440- re: Don Coxe kipp- thanks for linking his talk this week. All I have to say after listening is that I'm astounded. Researcher's been telling me I've been too concerned of a major slowdown in the US economy going forward, and it looks like he might be right. Don Coxe to my amazement, has changed his tune about the economy going forward 180 degrees from the last 3 months I've been listening to him. I mean, he is now basically saying that not only will there be a soft landing, but that a bull market will resume fairly soon. The conotations of his new views are astounding. I mean if he is right, then the big scare lately that the cyclicals are the wrong place to be will prove to be have been totally the wrong view. I was so sure that the O&G service sector was the wrong place as I lumped them into the cyclicals, because so many like Don Coxe were saying the cyclicals would likely get hit hard yet. I must admit, it has totally stumped me watching the O&G services sector do so incredible as of late. Again, if Don Coxe is right, then the O&G services sector will continue to do well, and the OIH will probably resume a multi year rally soon! I'm not saying I believe that, but that's the insinuation after listening to Don Coxe this week. In addition, if Don is correct, then all cyclicals would be safe to play now, or soon. I say soon, because he did say he felt there could be a slight slowdown in early 2007 that might have a recession feel to it, but that a bull market in the equities could very well continue after a mild pullback. Wow is all I have to say. I will defintely have to think hard about getting back into some cyclicals next week. I mean, I think it's still prudent to stay somewhat defensive in case Don in wrong, but I wouldn't want to miss out on catching some big returns on some beaten down cyclicals if he's right. Lots of pondering to do this weekend. Wade