new values - 500 Beiträge pro Seite

[TotalStock]

Hallo Jungs und Mädels,

habe mal was aufgeschnappt, hier in englisch, sind ja schließlich im NAZ Board. Die Fed wird IMHO wohl mit ihrem Zug fortfahren, also um 0.5 Basepoints erhöhen, dann wirds aber interessant... Quelle: Clearstation

Title : new values

Have you noticed that even Cramer has declared an end to the mania, especially with regards to net stocks? I somehow think it is only a case of temporary insanity, but maybe old valuation models will return(gg). Isn`t the average PE of all Nasdaq stocks still in the 100 range? I used to have a rule that I would never invest in a company without earnings, like a lot of investors, but had to give that up if I wanted to make any money in this market. You can`t really blame people for giving in to manias as long as they understand that the environment is indeed manic and take the necessary precautions. There was an interesting article in the Times two weekends ago regarding over-margined investors in WAVX. Fairly normal, hard-working family types who lost everything in April. What is sad is that they retain their fervor and once again are gathering cash and putting it back in the company. One of the outstanding features of both the bull runs of the 20s and 90s, and one which distinguishes them from other periods, is the extreme amount of margin debt. We will know the bull run is over when the relative amounts of margin debt subside. While such debt was trimmed in March/April, it is once again at extremely high levels. Another distinguishing characteristic of the 20s was that it was not just auto and radio companies whose share prices skyrocketed, but also their "old economy" stocks like American Can, International Nickel, etc. We have seen the opposite in the 90s. Have you also noticed with the demise of extreme net evaluations, we have seen a surge in similar extreme evaluations among profitless biotech companies? Aren`t they the new nets? Could it be a case of the more things change, the more they remain the same? I think if the economy remains healthy we will continue to see a speculative market, but one which changes its stripes as the players attempt to gain an edge over other players. As long as people pump money into mutual funds, which they did last week in excess of $11 million, the bull will continue to run, although sick at times and sometimes thrown off course.

So that`s it.

Was meint Ihr, warum sollte die Hausse so wie die letzten 5 Jahre weiterlaufen? Bitte argumentieren und auch begründen, auf eine interessante Runde....

Cheers TotalStock

[TotalStock]

ach ja, hier mal was nettes zum Thema Bären....

http://www.theonion.com/onion2920w/bearrape.html

TS

[TotalStock]

Hallo Leute,

habe am 9.3.2000 die 10 Goldenen Regeln für den Anleger am neuem Markt gepostet, eure Resonanz war wie hier auch ebenso schwach.

Thread: 10 goldene Regeln für erfolgreiches Investieren am Neuen Markt!

Diesen Thread hat damals auch keiner für ernst genommen, so so ganz unrecht hatte ich nicht, auch das timing hat gepaßt.

Ich möchte Euch motivieren mal was interessantes für und wieder eines weiteren Anstiegs oder heftigen Korrektur (Bärenmarkt) in USA spricht.

Title : Comparison charts

RE: Your chart comparisons......there is a problem. This year`s NAZ still has favorable year over year comparisons. Was not true in 1987!!!!!!! Maybe NAZ is not done correcting yet.
I have a more exact comparison for you to consider:

1937 DJIA vs. 2000 NAZ chart Nasdaq has an almost exact match to the 1937 DJIA, so far. You`ll see we have a lower low coming in a week or two, then a large rally into the fall election, and then a major move down into next winter 2001.




Also dann mal los, schwingt mal die Tasten

TotalStock

[TotalStock]

Hallo Leute,

gehört heute mal nach oben.

Happy Hunting
TotalStock