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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?

To: Mad2 who wrote (2072)	6/4/1999 10:00:00 PM
From: Sergio H	Respond to of 19428

Squared, there's nothing wrong with our economy. The threat of inflation is not enough to rock the apple cart. Internet stocks haven't run out of gas just yet. People will have to be more selective about where they put their money. .com doesn't =$$$$$ anymore and that's a good thing. With few exceptions, I don't play momemtum stocks. I like to find opportunities that are staring everyone in the face. I've been successful lately with LAF, RSC, APCO, COO, and ATEN (YYYYYYYYYYEEEEEEEEEEEEHHHHHHHHHHHHHHHHHHHHAAAAAAAAAAAAA!!!!!!!!) All of these companies told anyone looking over their fundamentals that their stocks were going to rise. Of late I've been finding that the market has ONCE AGAIN become aware of fundamentals and has rewarded investors doing their homework. You won't find the strong move in gypsum stocks (due to the recent shortage of wallboard) in the headlines. The strenght in water related industries, wireless companies, infrastucture companies, biz jets manufacturers, eye laser surgery stocks, natural gas sector or in the small domestic manufacturing companies are other great sectors to find good stocks in which to invest (go long) in. All of these plays are not grabbing the headlines, but there are fundamentals at play. There's too many opportunities out there right now for the market to turn sour. Yes, there are some sectors that have run ahead of themselves, but the market is finding new leadership and will continue to offer great opportunities on the long side. Of course there will always be stocks that are good short candidates also. Good luck to you in your trades, Squared. AS

To: Mad2 who wrote (2072)	6/7/1999 7:20:00 AM
From: LTK007	Read Replies (2) \| Respond to of 19428

Mad2 I just read an article regards the growth over valued stocks versus the value stocks that brings forth data showing that they have been historically cyclic,and contrary to myth, and over the past 10 years the yield on the two are very close,trouble being the recent years have been in the growth cycle. The intent of the article is,of course,to say we are going into a value prefered cycle--and this attitude I think is probably a good one to lean to now. The valuation's on growth stocks has gotten so far ahead of reality the physics of the situation demand a balancing,and I am now scouring for gems in the beaten down and undervalued right now. Reading the DELL thread lately has been interesting,as people just can't understand why DELL has not been in a full throttle rally,as they have become conditioned to expect this I think:this does not mean it will not have rally moments, but I suspect they will be spasms rather than a true trend.Goood Luck,Max90