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

To: James F. Hopkins who wrote (22812)	7/31/1998 12:25:00 AM
From: Bonnie Bear	Read Replies (1) \| Respond to of 94695

Jim: maybe take a look at RFI (reits), OTCM (industrial/service), FBRSX (banks) and GASFX (utilities) as a composite of russell stocks. You'll see these track each other pretty well but don't track the S&P. For some individual stocks look at NRVH, CPN, RELL, OCFC, SWS. See, the really good stuff is so small that there's no liquidity, so it just sits there at book value. I think if SWS and OCFC head down much further it's time to cash out on everything and put a big garden and some chickens on the back forty for a few years. :-( If you wanted just one stock to track, SWS is OK- Mario Gabelli and Susan Byrne are tied to this brokerage, they have a decent internet brokerage and good institutional support. I've been holding SWS as a smallcap index proxy, JEF as a midcap proxy and BSC as a bigcap proxy, they seem to track OK. Curiously, BSC has significant short interest- not a good sign, but worth tracking. .

To: James F. Hopkins who wrote (22812)	7/31/1998 12:57:00 AM
From: Bonnie Bear	Read Replies (2) \| Respond to of 94695

thread: very, very interesting...could this be our "foreign investors"? and the gov is making absurd concessions because they're afraid they'll move offshore, reverse the yen-carry trade, collapse the US dollar and drive interest rates through the roof? the plot thickens... biz.yahoo.com