Bounce
Playing The Bounce Update
We decided to Play The Bounce during the final few days of December. Window dressing and tax loss selling had continued, especially in the technology sector, creating buying opportunities.
Playing The Bounce Update
Typical technology/communications stocks down about 40% to 50% YTD. Bounce list is dominated by these stocks.
“Playing The Bounce” Update
First bounce list was run in early October. We will not be “Playing the Bounce” at this time, but may consider it in mid-December.
Playing The Bounce Update
We elected not to “Play The Bounce” this year. With the overall market soaring to new highs during December, the stage didn’t seem to be right for superior performance from the “Playing The Bounce” stocks.
Playing The Bounce Update
Small cap bounce stocks were winners, November—December performance +25.6%.
Playing The Bounce Update
Might be time to “Play The Bounce” again.
Playing The Bounce Update
Bounce season could be very interesting this year...
Playing The Bouce Update
We did not employ this tactical trading strategy in late 1998. Buying the beat up stocks late in the year and holding them into mid-February had been a consistent winning strategy...that is until the last four years.
Playing the Bounce Update
Depending on what the December 15th list looks like and providing that the overall market is not soaring we might participate, anticipating a January-February bounce.
Playing the Bounce
Leuthold October 15th Bounce list performance was extraordinary!
October: Who Woulda Thought…
The evils of October vanished after the first six trading days. Small can stocks cheap relative to large caps but not cheap relative to their own history.
September: The Best Month of a Terrible Quarter
September the best month of a terrible quarter. October could present some opportunities.. This could be an exceptional bounce year. Major Trend remains Negative. Recommended strategy: Maintain maximum allowable defensive equity.
Playing the Bounce Update: Bounce Stocks Faded In March
Among the Big Cap Bounce qualifiers, it did look like there was a bounce in January and February, but closer examination reveals it was really a Tech bounce.
Playing the Bounce Update: It Was Really a Tech Bounce
On a year to date basis, the entire bounce universe is up almost 13%, outperforming the S&P 500 (+8.1%). Maybe there was a bounce this year, but it really seems that Tech stocks were the driver.
Playing The Bouce Update: It Was Really A Tech Bounce
We did not employ nor endorse this tactical strategy in late 1997.
Playing The Bouce Update
This publication has chosen not to employ this late 1997-early 1998 tactical trading strategy.
Playing the Bounce
This once reliable market anomaly seems to have lost its effectiveness. Last four years’ results have been subpar. At this point, we don’t plan to “Play the Bounce”. Market is extended and strategy no longer seems reliable.
Playing the Bounce Update
This year we did not employ this late 1996-early 1997 tactical trading strategy. Nevertheless, some of our readers did employ the strategy, so we continue to monitor performance.
Playing The Bouce Update
This year we did not employ this late 1996-early 1997 tactical trading strategy.
Playing The Bouce Update
This publication has chosen not to employ this late 1996-early 1997 tactical trading strategy.
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