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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: yard_man who wrote (17368)	4/26/1998 4:38:00 PM
From: epicure	Respond to of 94695

I totally agree with you on the financial service sector. It is now "fully valued" according to the analysts I've heard on CNBC (they are saying the same thing about the airlines). As good as an outright sell, imo.

To: yard_man who wrote (17368)	4/26/1998 7:43:00 PM
From: Bonnie Bear	Respond to of 94695

re banks and brokers: some yes, some no. Banks make money on ARM spreads, so they pass along rate hikes to consumers. the brokers make money on volatility and internet trading. A new trend among small banks is to buy profitable small businesses and ISPs to bolster their business. I'm hanging on to my blue-chip microcaps (and a chunk of FBRSX) that are reasonably valued and hedged them with mortgage REITs.

To: yard_man who wrote (17368)	4/27/1998 9:12:00 AM
From: Barbara Barry	Read Replies (1) \| Respond to of 94695

tippet, It's not that he is different.I just know he is a widely followed advisor and not overly hypie. Glad to hear you have some puts this morning.And Barry, we are all trying to figure out tops and bottoms at least as close as possible.Of all days for Bill to be stuck in a seminar!Oct 27 now April 27??? This is getting interesting.I have no clue why I am so calm as I am not holding any puts.:( S&P weaker than the dow? Nice call for your friend you made. Regards, Barbara