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Fund managers get itchy fingers

Dr. Joe Duarte
0 Comments| October 31, 2008

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The Powershares QQQQ (NASDAQ: QQQQ, Stock Forum) ETF seems to have bottomed as Apple (NASDAQ: AAPL, Stock Forum), Google (NASDAQ: GOOG, Stock Forum) and Research In Motion (NASDAQ: RIMM, Stock Forum) show signs of a potential recovery.

The Nasdaq 100 Index is showing signs of recovery, which means that the Qs are also improving. A lot of this has to do with the "Big Three", Google, Apple, and RIMM, three stocks that are heavily weighted in the index, and generally help to mold the trend for the index.

Still, it's good to see the Qs showing signs of making a bottom, as it means that money is coming back into the market.

This is pretty normal behavior, as money likes to come back to stocks that feel comfortable. Apple will sell iPhones and Macs. Google will rule the Net. And RIMM will sell Blackberries.

That's a good comfort level for mutual fund managers who get paid to buy stocks, not to sell them. And as the end of the year approaches, those portfolio managers who have not done well need to start showing their investors and their employers that they can buy stocks, since most of them don’t really know how to sell them.

In other words, the odds of a year-end rally are starting to rise, not necessarily because the situation is any better than it was last month or last week, but because fund managers are tired of sitting on their hands.



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