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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: yard_man who wrote (166046)	5/15/2002 3:11:37 PM
From: Horgad	of 436258

If you are thinking long term, selling the big winners in a sector and rotating into the small winners makes no sense...unless you believe the winners and losers are equivalent companies and the losers just have not been noticed yet. I am thinking in a short term sense that GLG may have gotten ahead of itself and the other miners and is due for a relatively larger pullback. I wouldn't forsake my GLG position...just thinking I can buy it back cheaper later. GLG has had a "overly" strong run the last couple weeks compared with its past performance and the performance of the other miners. I was wondering if anybody has heard any news or rumors that might explain the run.

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