|
|
Christian DeHaemer writes, researches and edits for some of the leading technological and emerging-market newsletters published today. He is the top editor for Taipan, a widely read and controversial powerhouse that has been making and fulfilling bold predictions about market trends for the past 12 years.
Taipan is read in more than 108 countries and translated into two languages. Christian has also created The Hammer, a gritty-voiced, fearless and actionable venture into the soft underbelly of Wall Street. Recent winning picks have included 680% gains from Broadcom, 352% gains from Oracle and more than 700 percent gains from Zi Corp.
Christian's most recent publication is The "Flying V" Lockup Trader, a profit machine focused on the tremendous gains waiting to be unlocked in the New Economy's ever-fluctuating tide of supply and demand.
Christian recently competed in The Dominator, a team adventure triathlon that included running, mountain biking and canoeing. When asked how he did, Christian simply responded, "I finished."
|
|
|
M |
2001: A Stock Oddity
The U.S. back on the bull and South Asia rises again
by Christian DeHaemer
Legend has it that in 1793, grave robbers disturbed the eternal resting place of Nostradamus. They were seeking to drink from the skull of the famous
prognosticator and thus acquire his otherworldly knowledge.
It is also said that Nostradamus had foretold this event and cursed the brigands with death — in advance. Their only warning was a plaque placed around his neck that read "1793." The worst of the ruffians hoisted the skull and was immediately shot dead by a wayward bullet fired from a nearby skirmish of French Revolutionaries and suspected Royalists.
Now that's telling the future with style. A far cry from our beloved network television newsreaders who nailed the Presidential election. But let's face it — predicting the future is hard work.
Well, I'm hear to tell you that to the list of world's greatest futurians, which includes the likes of Jules Verne, Aldous Huxley, H.G. Wells, and George Orwell — you can add the name of Christian DeHaemer.
Would it be immodest of me to say I told you so?
That's right. Go back and reread last year's Profit Perspectives. You'll find such stunning insights as the death of the desktop. Look no further than the share prices of Dell, Microsoft, Apple or IBM to verify this prediction.
I also stated that the dot-coms would be taken to school after a blowout Christmas, and warned that you should sell by the time Q1 numbers were reported. One look at March 2000 will tell you that the dot-coms got crushed. Alas, the sock puppet is no more.
Furthermore, I predicted that digital phones and PDAs would merge to become the digital Swiss army knife. This Christmas a host of companies, including Casio, Samsung, Sony, Palm, Handspring and others, will make these things as ubiquitous as toasters.
This year, in contrast, I am saying that the PDAs will be the first bubble to be popped in 2001. I am short Handspring (HAND: NASDAQ) in the Taipan Trader, because it is trading at 3000 times the 2002 earnings estimates and headed for an IPO unlock of epic proportions. By the time you get this tome, it will be too late to short it. But if my theory is correct — and I am confident that it is — there might be a fantastic buying opportunity in early January 2001.
Y2K dud
Last year was the year of the big catalyst — the omnipresent date on the calendar. Not only did I predict that Y2K would be a nonevent, but I went to book on it. I recommended that you buy Oracle below US$30 a share based on a post-Y2K boom in IT spending. That's what happened, and less than a year later you had the opportunity to lock in profits of 357%.
Sun Microsystems (SUNW:NASDAQ) acted much the same way. I recommended buying SUNW at US$106 in December 1998 and reiterated the buy in last year's Profit Perspectives. Here it is two years and two splits later, the stock is bouncing off a US$120 high — and your cost is now US$26.50. You're up 352%! Not too shabby.
Read on...
|
MMM |
