Zeev's Turnips Patch-No Politics (ZEEV)

[Public Heel]

I'm inclined to agree that the BPNDX/BPCOMPQ divergence "should" be bearish, as it's an indication that people are increasingly chasing smaller and more speculative stocks. Just doesn't seem to have worked that way, so far, though...

To change the subject from small to large, I would like to hear your thoughts on which Dow (or Dow-sized) stocks are likely to underperform or outperform the Dow as a whole. I am looking for a hedged play, either using DIA's as the hedge, or balancing outperformers and underperfomers.

So far, your suggestion that WM, GM and JNJ should be weak has been profitable for me, not because they actually have been weak, but because they have been weaker than the DIA's. (thanks!)