07-26-2002, 09:12 AM
stocks are cheap. lots of great values. doin cash flow analysis on tech names like csco, sunw, and emc makes these look awfully cheap. mbs reits offer great value right now. some of the energy stocks look cheap as indicated by dr. bills post just do your homework on em. as my friends know i like stocks that reflect consistent consummer spending and they still have good value. hard to pick the right "candy" now. buyin tech today for the long haul. yeah market might go down a lot lower but i can just go buy value and i believe the values are there.
i think treasuries dont have a lot of upside. fed might ease probably not though. us dollar should get a rally here. just my opinions.
i think treasuries dont have a lot of upside. fed might ease probably not though. us dollar should get a rally here. just my opinions.