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Hotline- Louis Navellier

Espaço dedicado a todo o tipo de troca de impressões sobre os mercados financeiros e ao que possa condicionar o desempenho dos mesmos.

Olá Antunes

por BonVivant » 3/1/2003 18:27

espero que tenha passado umas óptimas festas...quanto ao Louis gosto de repartir as suas ideias aqui pelo forum...é algo mais a acrescentar ehehhe...fique bem.

BonVivant
 
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Este Navellier...

por Antunes » 3/1/2003 14:26

...deve estar mesmo desesperado :lol:

"That’s what’s going on. You should be fully invested—in fact, I insist that you be fully invested. There is a lot more risk being out of the market than in it right now. We’re going to have good earnings in the upcoming weeks. The Bush economic plan will be announced next week. The focus on dividend tax relief will be main news.

So please be fully invested here. "

O gajo repete 3 vezes que se deve estar investido e, na última vez, até pede por favor!!! :lol: :lol: :lol:
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Hotline- Louis Navellier

por BonVivant » 3/1/2003 14:15

Hotline
January 2, 2003

This is Louis Navellier. It is Thursday, January 2, 2003.

Well, I have to tell you that the market today was a real rally. It was a very strong rally and a lot of things caused this rally.

First, the ISM report came out and showed that the manufacturing activity in the US in December was much stronger than was previously anticipated. That’s a good sign that the economy might be recovering. Secondly, this could be due to the weak dollar because as the dollar gets weaker, we’re more competitive on a manufacturing basis.

The other thing that’s going on is that the US economy is not creating new jobs so we’re not out of the woods yet. President Bush will announce his economic plan next week. There are all kinds of rumors on what this plan will contain. One rumor is that the tax cuts to wealthy individuals may not be made effective immediately. He is trying to accelerate the tax cuts so it looks like he might have more of a middle class bias.

The dividend tax relief that is supposed to be proposed is rumored to be 50% on the individual level. Of course, I want it to be 100% dividend tax relief as I want dividends to be tax-free, but I’ll take what I can get. So I think that’s going to have a positive impact the market.

The other thing that really helped the market go up today is that bond yields moved higher. As bond yields rise, bond investors lose money so they go to the stock market.

Today was a very broad-based rally. January is responsible for almost 40% of the stock market’s returns during the year. For us to get off to such a strong start on the first business day of January is very, very bullish.

That’s what’s going on. You should be fully invested—in fact, I insist that you be fully invested. There is a lot more risk being out of the market than in it right now. We’re going to have good earnings in the upcoming weeks. The Bush economic plan will be announced next week. The focus on dividend tax relief will be main news.

So please be fully invested here. I think there is a lot more to the market on the upside and I just can’t wait for volume to build and for the market to go higher. This is as good as it will get at the start of the New Year and I’m ecstatic.

Enjoy the ride. I think it’s going to be smooth sailing for a while. I’ll update the hotline on Saturday morning as I always do, so I’ll talk to you then.
 
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