cadaver,
the last few days we have been in a downmarket. i won't panic on
ancr yet. today is now turning around. the last half hour will tell. i am waiting for the summer rally.
if you find the following boring tell me so i can stop. i researched fidelity growth company and fidelity magellan. the fund manager from gowth comp. is moving to magellan.
i think he will change magellan to look alot like growth company. why would he change from what works for him.
G.C. top 10: ge,fnma,pm,oracle,citicorp,usrx,csco,c,lowes,axp (15% of fund).. tech 21%,financial 13%,healthcare 11% retail 9%
Magellan 10: t-bills,c,gm,cat,dec,deere (22%).. energy 11%, durables 9.4%, indust 8.5%. finance 8%, TECH 3.5%, retail 3.4%
magellan is much bigger. i think t-bills will go into tech, health care, and retail stocks. this can help us. the trend is our friend.
the trend is our friend.
thanks for your response,
agraff |
