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

To: Joey Two-Cents who wrote (6691)	4/10/1998 9:24:00 AM
From: Pancho Villa	Read Replies (1) \| Respond to of 18691

>Pancho it's incredible that a stock like YHOO can run up 30% in two days. < Incredible but it can happen. The crazy rotations into internet stocks and all kinds of low growth stocks with multiples above 80 but with no perceived Asian exposure seems to indicate there is something very wrong with this market. No one can tell how long this will last but definitely I am witnessing things that do not make much sense. I wonder what the saw called experts, not just the kids but some of the more experienced folks, make up out of all this. Does everyone believe one can use a Zack's like momentum based investment model and get out when things turn the other way. Pancho

To: Joey Two-Cents who wrote (6691)	4/10/1998 9:34:00 AM
From: Pancho Villa	Read Replies (2) \| Respond to of 18691

From street.com: thestreet.com The Coming Week: Le Deluge -- Earnings Season Kicks Off By Justin Lahart The bottom line: Roughly a quarter of the companies in the S&P 500 will be posting quarterly numbers next week. Analyst estimates are for earnings growth on the S&P to come in at a scant 0.5%. This, however, may not be such a bad thing as analysts may have taken the thing with earnings a little too far. Some people think the analysists were too conservative so if companies come in the upside we may have a rally... Interesting... From the WSJ: interactive.wsj.com INVESTORS POURED a record $37.5 billion in net new cash into mutual funds in March, according to an official estimate. Some analysts caution that the surge is a sign investors have gotten overheated about the market. ÿÿÿÿÿÿ* Even more interesting... Pancho