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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: estatemakr who wrote (8641)	1/15/2008 3:07:35 PM
From: estatemakr	Respond to of 33421

A "paired trade strategy" seems to make sense and eliminate lots of volatility in turbulent markets. My long WMT and short BIG paired trade has been a huge winner for me. So, with that in mind, just added a huge chunk of GE (long) and matched it with an equal dollar weighting of SI (short). Regardless of the valuation methodology, General Electric looks like a much better bargain than does Siemens, and I'll choose a blue-chip, high quality, American Conglomerate over a crooked, patsy, European one any day! Seems as though investors have forgotten than SI is undergoing a major SEC investigation right now.