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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?


To: TRIIBoy who wrote (4544)11/4/1998 9:45:00 PM
From: RockyBalboa  Read Replies (1) | Respond to of 18998
 
TRIIBoy: At the end, I hope that.

It is bits of the late July situation. Remember mid July some new highs were just set, when AG stepped in and called the top, resulting in the August and September baths in both US and the Americas (depending on the market sector). In July when the Internuts began their rise only few thought of the last bullish events so far.

I'm tied to bed with an influenza (which is serious enough, that can take 10 days with headache and fever), I think I told earlier. Then I threw in the towel (read: covered) waaay to high and to early today, thanks to my damaged nerves.

Messing around with Bill Wexler's CPU improved the situation a bit.

Every fraud you could imagine: CCSI at 7+ BTIM at 12+++, ZONA at18+++. ENVY (though it was not my favorite), 35+.

Internuts: I think whether CMGI and DCLK have reached an intermediate top. But the next days, as a fallout of an improved political situation in U.S. may be strong taking the Big Board near 9.200 (as Roger Babb suggested last week, in front of the elections).

As ever: when the big issues, read: Big techs and transports, read: telecommunications, Internet, start to dive and the small crap is still going a bit, it is time to sell the smaller co's. I am not sure whether we reached that point yet.

C.



To: TRIIBoy who wrote (4544)11/20/1998 3:08:00 PM
From: Joe Waynick  Read Replies (1) | Respond to of 18998
 
I read your comments about LRW.

Why do you consider LRW crap? With earnings taking off as they have, one would think it was an up and coming company. Please share your insight. Thanks!

Joe