السلام عليكم هذا ماوجدته في بريدي عن السوق The following is for information purposes only. It is not intended as buy or sell recommendations. You should always consult your financial advisor. 1. The expected direction of the market for next week: Generally volatile and hard to predict. Use down days to accumulate positions. NASDAQ may revisit 1850. 2. Our expectations of the best performing sectors: Semiconductors and chip equipment makers. Companies that contribute to new trends such as copper, 300 mm wafer sizes and silicon on insulator may be good opportunities as they are likely to be among the first beneficiaries of the economic recovery of the main players in this industry. Book/Bill ratio showing improvement. 3. Our expectations of the worse performing sector: Would avoid defensive stock such as drugs, health care providers and REITS. These sectors are likely to be of less value to investors as the economy begins to recover. 4. Our outlook for the performance of small, mid-cap and large-cap companies: Large companies would require huge increases in sales to impact the bottom line, small and mid caps are likely to benefit the most while the economy gradually moves from a recession to a recovery. 5. Our outlook to the performance of bonds (Government and corporate bonds). Five year US Treasury bond are a safe have but at about 4.5% investors may start looking for higher yielding bonds. If you believe in ********* in bonds you are probably better off ********* through a bond fund. 6. Our outlook for mutual funds performance: To avoid spending time look at and evaluating individual stocks, as your broker to recommend a fund that specializes in small and midcap stocks, with emphasis on technology. 7. The performance of the dollar: If the economic recovery in the US, Europe and Japan coincide then the fundamental relationship [exchange rates] between the currencies of these economies are likely to remain essentially unchanged. 8. Short term stock trading: Buying long and selling short will not be easy next week, or the weeks after that. Just look at the last week of January. The $VIX is showing both complacency and the ability to turn cautious on short notice. Talk about volatile. 9. Significant International events: Davos in New York... the growth potential of the global economy! 10. Investment opportunities: We show the charts of certain significant companies with some comments. None of these charts are recommendations to buy or sell. These may represent opportunities to be discussed with your broker or financial advisor.