Doug Kass dice forse.. - gzibordi ¶
By: GZ on Martedì 22 Gennaio 2002 21:44
uno dei migliori in giro su internet è Doug Kass, manager di un hedge fund piuttosto ribassista. L'anno scorso ho visto che oltre a titoli indovinati aveva anche un certo senso del tempismo del mercato.
Oggi alle 19 circa ha cominciato a dire che
compra qualche cosa perchè potremmo avere un rally domani o stasera
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01:47 PM EST
As mentioned early this morning, a negative view of technology by Rich Bernstein at Merrill Lynch coupled with cautionary remarks yesterday from another brokerage regarding Nokia's (NOK:NYSE ADR) prospects (evidence of cellular market saturation is something I dwelled on last week) continues to weigh heavily on stock prices. In addition, overseas weakness in Japan and Hong Kong is an additional depressant.
Nevertheless, this morning I began to (slowly) pick up some equities that I find attractively priced, like Disney (DIS:NYSE) and Viacom (VIA.B:NYSE), as I posted earlier.
I wouldn’t be surprised if we get a rally, of modest proportions, later today. Stranger things have happened!