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Strategies & Market Trends : SiliconInvestor All Stars Forum -- Ignore unavailable to you. Want to Upgrade?

To: blazenzim who wrote (1641)	3/31/2008 3:22:58 PM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 1718

Yes, I am a momentum guy, always have been on both the long and short. Despite my comment, I'm not in love with MON and yes it is expensive. But the best are always expensive. Any company that has to revise its pre-announcement 3 times and hasn't moved, has a good risk/reward in my opinion. With regard to gold stocks, they will kill earnings estimates by the pure fact that they haven't moved while gold has raced. I'm not a solar expert, but I see that estimates are being ratcheted up and they aren't moving - but at the same time not breaking down. I take it as a bullish not bearish sign. I think the next 12 months will have a lot of similarity to the period of March 1999-March 2000. Overall the market was weak and many companies made lows, but a handful of stocks went beserk. I think the tech of today will be commodities related (alt. energy, bio-deisel, food). And dollar weakness/low interest rate related, gold... I also think the wildcard is U.S. interest rates. Nobody thinks they will go up. I wouldn't be so sure...another inverted yield curve in the next 24 months isn't out of the question, is it?? But that's my very contrarian macro call.