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bfenton

03/05/05 9:31 AM

#366158 RE: Zeev Hed #366157

Zeev,
You have a preference betweem MRK, PFE, AMGN in the pharmacuticals arena for a longer term hold - (or eye other favorite)

Appreciate your thoughts.
Looking to balance out a tech heavy portfolio.


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Duster

03/05/05 9:57 AM

#366161 RE: Zeev Hed #366157

Zeev's Nassacre "Defenestraded" - Zeev..I am reposting this stand alone just in case the members did not read the entire reply to Choad

Zeev Quote from

http://www.investorshub.com/boards/read_msg.asp?message_id=5641841

"Note that despite the fact that many indices are registeing new 52 weeks highs, no excessive bullishnes is to be seen in the sentiment indicators, so this rally should have more legs and the nassacre, for now is definitely defenestrated."

defenestrated - verb - To throw out the window

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tantal

03/05/05 10:18 AM

#366163 RE: Zeev Hed #366157

Zeev, I can't resist the temptation to poke fun at your very slightly mis-written english =)

You say the nassacre is "for now definitely defenestrated."

Can you "for now" throw something out of the window? The image was amusing to me and I thought I'd share it.

LOL thanks for your advice!
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hightecheast

03/05/05 10:21 AM

#366165 RE: Zeev Hed #366157

Zeev ... regarding a US equity top and possible Nassacre.

1. From your fairly recent comments, I gather (maybe incorrectly) that one of the critical things you think is a missing ingredient before a serious COMPQ slump in March-April 2005 is some over-the-top bullishness and optimism in tech stocks. And since the COMP has been relatively flat, and is not now even approaching 2100, you have your doubts.

2. I also understand that your focus is on the COMPQ, and not the NYSE.

However, considering that the S&P 500 has now had its highest close since, July 2001, the DJIA has now had its highest close since June 2001 and the NYSE Composite just set an all-time closing high, my argument would be that maybe tech stocks are not going to lead the way down, but that banks and financial service stocks might lead the way, and drag the COMPQ with it.

That scenario would not surprise me at all.

When you have time, what would be your thinking on this approach?

Thanks ............... Ken Wilson


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PENNYPRINCE 1

03/05/05 10:59 AM

#366173 RE: Zeev Hed #366157

Like the use of the word defenestrated. Well done man.
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denmo83

03/20/05 4:56 PM

#371834 RE: Zeev Hed #366157

Zeev_Hed...

Throw the Nasdaq out of a window???

http://dictionary.reference.com/search?q=defenestrate