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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (50403)	12/18/2010 6:00:25 PM
From: Donald Wennerstrom	3 Recommendations Read Replies (1) \| Respond to of 95378

Jacob, Your simple method to buy and sell the "SOX" makes a lot of sense. It would have worked very well this past year. Now we are in another period where over this past year, the SOX is making new highs. With the Bookings and Billings falling off their long uptrends as recently reported, since Aug for Bookings and Nov for Billings, this is the time to be very vigilant. However, at the moment, the SOXM is not priced at elevated levels where the PEs are over 15 and PEGs are over 1.0. This past week these numbers finished at 12.6/0.92 for this year, and 12.8/0.94 for next year. Message 27035964 Absolute numbers for PEs and PEGs where peaks occur are not known(as well as for bottoms) as we well know, just look at this year as an example, but as measurement parameters they are quite useful. Don

To: Jacob Snyder who wrote (50403)	12/22/2010 1:20:37 PM
From: Jacob Snyder	1 Recommendation Read Replies (2) \| Respond to of 95378

headlines, (my comment): Oil Hits 2-Year High After Supplies Drop More Than Forecast (The spike in oil prices in 2008 was a major cause of the global recession. If oil hits $150 again, I'll be 100% cash) U.S. Economy Grew at 2.6% Pace in Third Quarter (Consumer spending is rebounding, but incomes aren't. Until wages go up and unemployment goes down, the recovery is reliant on higher debt. Isn't that how we got ourselves into trouble the last time? How soon we forget.) China’s bonds are Asia’s worst performers for the second time in four years, reflecting concern the central bank will have to be more aggressive in raising interest rates as it seeks to rein in inflation... (Chinese consumers and corporations also need to reduce spending.) Brazil Says It May Raise Rates Soon...Bank of England Notes Inflationary Risks... ...The ETF Rush of 2010: Gold Funds Gain Favor (inflation warnings everywhere, except in the U.S. and Japan) Thanks for the Tax Cut! (paid for by a lien on our great-great-grand-children's incomes) Sales of U.S. Existing Homes Increase Less Than Forecast (The housing market won't hit bottom, no matter what the government does, until incomes go up, and housing prices drop further.) Spain Power Debt Infects Enel With Sovereign Bond Market Woes... ...Moody's Investors Service warned it may lower Portugal's credit rating... (first Greece, then Ireland and Portugal... ...Spain... ...New Jersey and California... ...and... ...and... ...protesters make bonfires of their worthless U.S. Treasury bonds...)