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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: Cosmo Daisey who wrote (5728)3/30/1998 12:32:00 PM
From: Gordon A. Langston  Read Replies (1) | Respond to of 18691
 
Sector Rotation will allow analysts to never have to utter the word sell. Out of favor sectors will turn down slowly as analysts orchestrate their path. Individual investors are addicted to the superior returns of the Equity Markets and see the bigger risk as the small, fixed income returns leaving them paupers. Short the wounded companies and be wary of merely overvalued ones. Higher valuations will be a part of the future of investing and it will take more than one piece of bad news to cause damage to stocks. Momentum investing seems like a good word for the combination of rotation and volatility. These are some ideas that I have found make some sense, and some, more sense than others. Agree Dow 10,000. Instead of a balloon picture the Dow on an ocean of money. JMHO



To: Cosmo Daisey who wrote (5728)3/30/1998 5:44:00 PM
From: Franco Battista  Respond to of 18691
 
MCD is also a favorite now. I'm going to buy some MO and MCD tomorrow.