SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Fundamental Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: The Ox who wrote (2894)4/12/2013 9:16:04 AM
From: robert b furman  Respond to of 4721
 
Hi OX,

If this strong market is to persist - we should see a substantially stronger rotation this time.
When profits are taken and not rotated - it is a sign of a weaker market.
When profits are taken and rotated into other sectors - it shows confidence of the big players.
New highs,and tops with huge volume are well down the road if this is a brave new bull.

IMO

Bob



To: The Ox who wrote (2894)4/12/2013 1:50:23 PM
From: bruwin  Read Replies (1) | Respond to of 4721
 
Looks like I wasn't on the wavelength that you were referring to in terms of Sector Rotation.

I guess I tend to look more towards an individual company perspective and analysis, while also taking into account the effect that "market conditions" may be having on that company.