+++ Bärenmarkt..., Pulver trocken halten... +++ - 500 Beiträge pro Seite

[Geduld]

Hallo!

Momentan investiere ich kein frisches Kapital... Auf jeder 2. Webseite wird im Moment ein neues Musterdepot gestartet, in der Hoffnung, daß wir derzeitig günstige Einstiegskurse sehen --> Blödsinn!

Die Stimmung bleibt weiter schlecht... Ich erwarte keine Trendwende... Die Baisse nährt die Baisse!

Meine derzeitige Strategie:
Abwarten..., denn im Einkauf liegt der Gewinn!

[Traderix]

Servus!

Als Anhänger der Elliott-Wave Analyse kann ich mich deiner Meinung nur anschließen.

75 % Cash warten auf die richtige Zeit. Geduld zu haben, lieber Geduld, ist sehr schwer, doch lohnt es sich meistens. Es werden sich gute bis sehr gute Einstiegsmöglichkeiten in diverse Wachstumsaktien finden. Gut, das ich mit dieser Meinung nicht alleine bin.


MfG

Traderix

[Keule der Steinzeit]

im Einkauf liegt der halbe Gewinn - Nasdaq-Chart läßt wirklich Befürchtungen aufkommen, aber vergiß nicht, daß die letzten auf Kredit schon vor 2-3 Monaten rausgeflogen sind, und die Unternehmenszahlen recht günstig waren.

[investor_007]

The Pain Is Not Over Yet
By Jim Cramer
Originally posted at 9:30 AM ET 9/15/00 on RealMoney.com




Click here for the latest from Jim Cramer.
http://www.thestreet.com

Doesn`t have it. Again. Shorts will cover though, again. Sellers may not come out as they should. Again. Heads will spin. Again.

Yes, another session of confusion and conundrums. Another session where we try to make sense of things. Who really is allowed to blame the euro? Who really is allowed to blame the Net? Or oil? Or gas? And why didn`t companies hedge the euro? Why didn`t people anticipate oil and gas?

I`ll tell you why: velocity. The velocity of the changes in the oil price and the euro threw off the quarterly projections companies made going into the quarter. The velocity of the decline of the advertising market in the Web threw off those companies. The velocity of the decline in DRAMS surprised the semi folk. The velocity of the decline in the PC market threw off the parts and boxmakers.

That`s what`s wrong. There wasn`t enough time to factor it all in. Once we see the quarters it will all be in. Or maybe at the end of preannouncement season. But it is not in yet. Don`t kid yourselves.


--------------------------------------------------------------------------------

James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund had no positions in any stocks mentioned. His fund often buys and sells securities that are the subject of his columns, both before and after the columns are published, and the positions that his fund takes may change at any time. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Cramer`s writings provide insights into the dynamics of money management and are not a solicitation for transactions. While he cannot provide investment advice or recommendations, he invites you to comment on his column at [e-mail].

[investor_007]

Der obere Beitrag stammt von



http://www.realmoney.com

diese Seite möchte ich sehr empfehlen, den
die Leute wissen wirklich wovon sie sprechen.

mfg
investor_007

[dosto]

na gott sei dank, ich dachte schon ich bin das einzige
ar.... das 70% cash hält, darauf gibts aber immerhin 6%
tagesgeld.

[kedrostrix]

hallo dosto

bekommst du die zinsen bei deiner traderbank oder hast du einen guten anlagetip.
hab im bärenmarkt sehr enge stopps gesetzt und bin so auch bei 65% cash.

gruß k.

[gigalooser]

sieh mal einer an es gibt sie noch die vorsichtigen investoren
die 6% würden mich auch interessieren dosto.

sitze erst auf 40% cash.
wird aber im laufe der nächsten woche wohl bis 60% hochgehen.

bedenken habe ich vor allem wegen dem Euroverfall. Wenn wir wieder die Paritätanlaufen, dann sind das ca. 15% die ich dann bei USA aktien verliere.
Das nagt schon längere Zeit an mir.

Übrigens die letzten auf Kredit sind noch lange nicht raus.
Wer erzählt euch blos solche Märchen.


gruss

gl

[investor_007]

Someone Needs to Throw In the Towel
By James J. Cramer

9/18/00 4:22 PM ET




Click here for the latest from James J. Cramer.

Nope. Not this session. Nothing cooking in this session. Remember how this frightfully horrible stealth bear must be sent packing: with low valuations and bargains galore.

Too many people are standing pat. Too many people want to ride this one out. We need some people saying they can`t take it any more. We need some analysts doing the old downgrades because they are sick of defending the WorldComs and the Intels and the Microsofts and the Dells.

Without some towel-throwing we will be endlessly in this conundrum of no value and no momentum. We are in the Twilight Zone/Outer Limits period right now. Nothing seems right. Nothing`s making sense. Don`t adjust your TV set. Things just aren`t clear. They won`t be until we get more of a give-up. And it won`t come from these levels.

[derAustralier]

@ alle

warum verkauft ihr dann nicht "leer" ????
in USA ist das erlaubt.

Gruß aus
Australien

[investor_007]

No Fakeouts, Please
9/19/00 8:58 AM ET

The most dangerous thing to say is, "Today`s the turnaround day. Today is the day it will hold." That`s not a thesis, that`s just the fan of the market talking. We need the fundamentals to improve, oil to go down and the euro to stabilize and then we will be fine.

[investor_007]

Sentiment Pendulum Swings
9/19/00 10:49 AM ET


The swing in sentiment can be accurately chronicled by Intel (INTC:Nasdaq). It starts the months in the $70s and then gets hammered by Ashok Kumar to $67. Others pile on and it goes to $65. At $65, BankAmerica gets nervous and it goes down to $60. Then worries about preannouncements take over and it gets hit to $57, where Kumar reiterates nothing is better than he had hoped and it trades to $55. That`s too negative on the same piece of information. So it swings back to a more acceptable level. That`s how things are going here; too positive to too negative to neutral. That process will happen with many, many stocks over the next few weeks. Get used to it.

Long Intel.

[dosto]

besitze us $ konto bei amerikanischen brokern, das nicht
benötigte geld fällt automatisch in den money market.
derzeit 6.02%, das tagesgeld wechselt ständig, das letzte jahr
beständig steigende zinsen.
die aktion vollzieht sich automatisch.
gruss dosto

[dosto]

@ ausi

leerverkäufe werden mit 11% zinsen belastet, dann ist es schon
besser bei höheren stückzahlen (also min. 100 shares)
mit geschriebenen calls abzusichern.
beispiel aktienkurs 80$

call 60$ termin oct. prämie ca 21$

wenn der kurs zurückkommt auf ca 70$ kannst du deinen
call für 10$ zurückkaufen.

die 21$ gehören sofort dir und werden in meinem konto sofort verzinst.
klappt natürlich nur bei fallenden kursen, ansonsten bist du weg.

[Ruben]

Hallo,
habe eine Frage zu amerikanischen Brockern. Wie finde ich eine gute (USA Bank) Brocker?und gibt es auch Niederlassungen in Deutschland.
Für Hinweise herzlichen dank.
Ruben

[investor_007]

Why Rush?
9/21/00 10:55 AM ET

Periodically it is just too hard. It is too difficult to deal with the cross-currents. In my career when I have found it to be too hard, when I played aggressively anyway, I lost money. I lost short when it was hard. I lost long when it was hard. So we are pulling back, getting even more liquid and waiting for opportunities. They will come. Why rush them?

[investor_007]

No Direction
9/21/00 8:03 AM ET

It is not a bad market. It is just a hard market. We get really
negative, we get hurt. We get really positive we get hurt. There is no
direction.

[dosto]

hallo,

bin mal gespannt wie sich die grossen fond in nächster zeit verhalten,
denke da an janus und atchx, die fast 90% in high tech halten,
vertikal und horizontal in der ganzen fonds family verteilt,
jedoch bei milliardenbeträgen fast alles in 25 companys ge-
speichert. (Nokia,Amazon,Vodafon,Qualcom,Globix,SDL,Verticalnet,
Cisco), die jungs müssen was tun sie sind unter wasser. aber was
tun sie kaufen oder verkaufen.
möchte da mal gerne mäuschen spielen, aber wer will das nicht.

@rubens: in frankfurt sitzen die meisten broker, meiner in hamburg
über schwab/london ist es oft billiger, es kommt daurauf an wieviel
$ du setzten kannst, manche kommen nur ab 100 000 so richtig in die puschen, aber dann stehen deine deals in 20 sekunden, bestätigung sofort am telefon.

[investor_007]

Besonders bei Amazon ist es ratsam ganz ganz vorsichtig zu sein.

Amazon ist Retailer, den Retailern geht es alles andere als gut,
Weihnachten dieses Jahres wird die Stunde der Wahrheit sein. Es gibt Stimmen, die bei einem schlechten Weihnachtsgeschäft das Ende von Amazon nahen sehen.

Cramer ist short Amazon, da er nicht daran glaubt, das das jetzige Geschäftsmodell lebensfähig ist.

mfg
investor_007

[investor_007]

Safety in Drugs?
By James J. Cramer

9/21/00 11:51 AM ET




Click here for the latest from James J. Cramer.


Safety first? Tech has gotten so tortured of late that people are willing to risk the wrath of Al Gore, the euro and the sluggish consumer market to hide in the drugs and cosmetics and soaps for a couple of days.

And who can blame them? Tech blows up and it disappears. Gillette (G:NYSE - news - boards) blows up and it doesn`t even take out the 52-week-low. Cyclicals blow up and they drop 15% in a heartbeat. Dial (DL:NYSE - news - boards) blows up and it goes up! Morgan Stanley (MWD:NYSE - news - boards) misses and it goes down ten despite a very solid quarter. Procter & Gamble (PG:NYSE - news - boards) misses quarter after quarter and works its way up!

Some people, when they are confused, just go with safety. Others, when they are confused, just go to cash.

Today both camps are speaking and the result is a tape that looks like one you would get going into a recession!

At times like this the market is telling you nothing about the economy, though. And it is telling you everything about the way that portfolio managers work when they are scared and worried and unsure of what to do.



--------------------------------------------------------------------------------
James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund had no positions in any stocks mentioned. His fund often buys and sells securities that are the subject of his columns, both before and after the columns are published, and the positions that his fund takes may change at any time. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Cramer`s writings provide insights into the dynamics of money management and are not a solicitation for transactions. While he cannot provide investment advice or recommendations, he invites you to send comments on his column to James J. Cramer .
--------------------------------------------------------------------------------

[dosto]

es sieht so aus als ob wir die kings sind, demnnächst
haben wir freie auswahl, egal an welcher börse.

irgend wie tut das gut, vom verräter und angsthasen
zum gewinner ist halt ein kurzer weg, ich habe meine pinke
gerettet.

wir hören uns dann beim einkaufen mit unseren vollen kassen, irgendwann.
gruss

[investor_007]

Todd Harrison
game face
9/21/00 7:20 PM ET
Fellas, Dave brings up a good point. There will undoubtably be babies being thrown out with the bathwater tomorrow...this type of panic always produces insane opportunities to pick up good names. As Jeff and I drove home together, we spoke of having to find names to buy, as a trade. There is a chance for a serious meltdown, but there is also a chance we end up much better than anybody could possibly imagine. My question is...what`s the reasoning to buy tech stocks going into Q4? Usually, the answers become obvious after the fact. I`ve been doing this long enough to know that while those who gamed this can allow themselves to feel good tonight, we all better have our gamefaces on tomorrow. It will surely be nutty.

[investor_007]

Dave Kansas
Final Thought
9/21/00 6:58 PM ET
Last from me on Intel tonite. Have to get ready for the AM. We`re going to have early reports from Asia and Europe coming and some insights from Adam Lashinsky and Jim Seymour are on their way. With Nasdaq limit down and Intel and other big techs skidding afterhours, picking through the mess to find indiscriminate crushings will be key on Friday. Keep cool and stick with your game plan. If you`re a long-termer, don`t get caught in the maelstrom to come. Short-termers, my heart`s with you, because tomorrow will likely be a day to make your hair stand on end.

------------------------
Intel @ $49 in afterhours

[investor_007]

Beating the Disappointment Rap
By James J. Cramer

9/25/00 4:49 PM ET




Click here for the latest from James J. Cramer.

Was Friday`s reversal false? Was the rally in tech on Friday a mistake? Why aren`t any of the relationships between stocks making sense anymore?

I don`t buy into that disappointment rap the talking heads are trying to pound into our heads. I think this market is an annoying, torturous affair that wants to shake you out of owning equities. We talked all day about how cruel this market has been for both longs and shorts. We talked about how seasoned professionals are just completely befuddled on almost a half-hourly basis. We talked about how the only place to hide is in stocks with 200 multiples, and how silly that is if you step back from the fray.

But in the end, this market is still the same one born of the 1990 turn in the market. It loves growth. It hates everything else. Growth is now hard to come by, however, and that`s why the action is so hard. Those of us who cling to the notion that there is, ultimately, a price that is too high to pay for growth, leave here today thinking, "Why did I ever become a hedge-fund manager?"

The answer, of course, is that it will not always be like this. It will get better. Just not right now. Not by a long shot.



--------------------------------------------------------------------------------
James J. Cramer is manager of a hedge fund and co-founder of TheStreet.com. At time of publication, his fund had no positions in any stocks mentioned. His fund often buys and sells securities that are the subject of his columns, both before and after the columns are published, and the positions that his fund takes may change at any time. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Cramer`s writings provide insights into the dynamics of money management and are not a solicitation for transactions. While he cannot provide investment advice or recommendations, he invites you to comment on his column at James J. Cramer .

[investor_007]

Making the Most of the Macro Backdrop
By James J. Cramer

9/25/00 3:44 PM ET




Click here for the latest from James J. Cramer.

Should you like the world of stocks more after Intel (INTC:Nasdaq - news - boards) blows up than before? Can the combination of euro intervention and oil intervention make you more bullish than Intel can make you bearish?

That`s the bull case right now: The macro backdrop got a tad better this weekend. If there were this stock called Macro, symbol MCRO, and I were short it last week, I would have liked to have covered into the opening Friday because the fundamentals of MCRO are looking up vs. Thursday.

But there is no stock called MCRO. And there is a stock called Intel. I respect Intel enough to confess that I am worried that it blew up. If things are really bad for Intel I have trouble being long a whole host of stocks, everything from Sun to IBM.

So, we sell what we bought into the whoosh on Friday except for the stuff that I am quite confident that Buzz and Batch will mark up. The "take it off the table" call still stands. The money remains off the table for now. But I am bidding quietly, underneath, for a little MCRO.

[investor_007]

What Could Stop the Dot-Com Decline?
By James J. Cramer

9/26/00 1:38 PM ET




Click here for the latest from James J. Cramer.

Can you believe the incredible degradation in the dot-com world? You would think that there was no one left to sell iVillage (IVIL:Nasdaq - news - boards) or Starmedia (STRM:Nasdaq - news - boards). You would think that Webvan (WBVN:Nasdaq - news - boards) couldn`t go lower. You would think that ... on and on and on. And you would be wrong.

I usually abhor terms like "bull" and "bear" because they blind me to opportunity. I don`t want to say, "The dot-coms are in a bear market," because I don`t want to miss the chance to catch a few points, as someone might have the other day in NBC Internet (NBCI:Nasdaq - news - boards). But I am not a blind man. This is one vicious, horrible, miserable, whopping bear market in dot-coms. It is relentless and angry and confused. It is neverending.

I wish I could be more encouraging. But the group`s once-in-a-lifetime up move has been transmogrified into a once-in-a-lifetime down move. I thought that cash would stop the decline, but these stocks trade through cash like a knife through butter. I thought that consolidation might save these stocks. But nobody wants to consolidate with anybody as everyone clings to dreams now long since past.

So what does stop them? When they take themselves private, perhaps, because they are doing better than we think? Or when they go to zero, because, alas, they are doing worse? Nothing else seems to stop this decline.

[web2000]

"James J.Cramer" mir kommen gleich die Tränen.


Aber lasst uns zusammen, den Untergang des Abendlandes beweinen.
Für die gute Stimmung noch ein Artikel


Challenger reports that Net firms cut more than 4,800 jobs in the
past month. That was up from nearly 4,200 in the preceding four
weeks, nearly 2,200 in the four weeks before that, and almost 5,400
between December and the end of June. The total tally is nearly 16,600 since December, when
Challenger began tracking dot-com layoffs.

``The dot-com crisis is getting worse,`` said John Challenger, chief executive of Challenger Gray &
Christmas. ``Dot-com is becoming a dirty word.``....

...``There has been a fundamental shift from two years ago, when people were advertising like crazy
and it didn`t matter how much money you lost,`` said Brook Lenox, director of strategic accounts.
``Now we`re much more focused on business fundamentals, like profitability.``

So far, the sectors that have been hardest hit by the dot-com shakeout are the online retailers and
Web content companies.

But Jupiter Communications analyst Ken Cassar cautioned that there is the danger of a domino effect
on other sectors of the high-tech economy.
http://www.mercurycenter.com/svtech/news/top/docs/dotcom0925…

na bis denne
Cheers
steve

[dosto]

web 2000

da hab ich wieder glück gehabt das ich prof-aktien-anleger
bin, wär ich in einem dot.com unternehmen beschäftigt
könntest du jetzt die zahl um eins erhöhen.

übrigens meine broker haben mir heute so durchs telefon
mitgeteilt, dass die meisten dieses jahr geld mitgebracht
haben, ich darf ja sagen ihr kennt ja meinen broker nicht-oder-
aber ich bestehe darauf daß das keine der üblichen chat-bord-
lügen ist. im übrigen verkaufe ich auch nicht meine babuschka.

[investor_007]

Greed vs. Fear
9/27/00 1:10 PM ET


"Reality isn`t `Father Knows Best` anymore. It`s a kick in the face on a Saturday night with a steel-toe grip Kodiak work boot, a trip to the hospital bloodied and bashed, reconstructive surgery. But whatever
doesn`t kill us makes us stronger, right?" -The Cable Guy





Whoever said that adversity builds character was spot on. Nothing comes free, especially profits. With the masses struggling, profits elusive and tensions high, you can almost smell the angst.



Weighing the stickiness of the SOX rally as a positive against the melting DOT and the heavy financials. At the risk of being redundant, there remains overnight risk to the market. It`s obvious, as seen on the opening, that the anxiety about missing a rally is permeating psychology. That`s greed, not fear ... and not the stuff that bottoms are made of.



Just thinking out loud.

No positions

[investor_007]

Gary B. Smith
my vote
9/27/00 2:38 PM ET
Might as well weigh in on the market debate: I`d be surprised
at nothing! That said, we will almost assuredly eat up the lows of this past Friday. If we end there, we still could bounce (if you believe the "oversold" stuff of Helene.) But looking out a bit, I think we trend down
to nearly 3100...Just in time for the traditional post October ramp!

[investor_007]

The Pitch You Want Is Coming -- Be Patient
By James J. Cramer

9/27/00 3:13 PM ET




Click here for the latest from James J. Cramer.

Sometimes being suspended between heaven and hell is more anxiety-producing than hell itself. At least in hell, you can go short and expect to sit there and coin money against the bad-guy companies. But no one knows the course of this market right now. I read Todd-o and I know that he`s right about the long side. But regarding the short side -- I just don`t think we are in hell. I think we are suspended and that`s what driving everyone so crazy.

As I flesh out my memory from the summer and fall of 1990, I remember taking Thursdays and Fridays off to rake leaves and be out in the autumn sun, because it was too frustrating to sit in front of the screen and attempt to make money. I missed nothing except paying a lot of commissions, because for every trade someone put on that was a winner, he also put on a loser. This period is just like that. I remember traders making fun of me for raking leaves when I was supposed to be raking in dollars, but there were no dollars to rake in. But how did it end? With a massive buy of stocks right before the Gulf War began in 1991. We were able to take advantage of that once-in-a-lifetime buying opportunity because we raked leaves when everyone else was losing money from their money trees.

Sure it felt cowardly. But man, oh man, when it was over, did we make a lot of money. We raked leaves in the fall of 1991, too, but only because we didn`t have to work because we were so patient in waiting for that fat, juicy, hanging curveball. It will happen. You will hit it off the Goldenberg`s Peanut Chew sign in left center field, if not the big Ballantine sign in dead right field. But you won`t be at the plate at all if you let this period get you down.

[Geduld]

Hallo!

Die Börsen hängen weltweit am Tropf. Viele Investoren sicher auch schon... ;-)
Die Financial Times beschreibt die Situation so: ... die Anleger sind von schlechten Nachrichten umzingelt... ...jetzt auch noch der Nahost- Konflikt...

Nicht mehr lange... dann halten wir die Hände auf und sammeln billig ein...

nur Geduld

Geduld

[dosto]

genau, die zittrigen sind schon lange raus.
jetzt schnappen wir uns noch die harten burschen,
die scheintoten werden wir allerdings nie kriegen.