Tim, Well, we both have good reasons for our LTXX positions, and it's looking like it is getting some of that recognition. But don't you think the funds are going to want a lot of confirmation before they give LTXX the kind of PE we're seeing in some of the others. After all, LTXX has "promised and bombed" once before, a few years ago.
Thanks for the suggestions. I'll get on those with a fast checkout. For next year and 2001, I think a look at ORB is appropriate, but wouldn't commit a lot of $$ quite yet (I do have a tracking position). Also, just picked up BRL at 29 for technical reasons, and am getting a fast pop. CMED is my other "hot stock" for 2000/2001, and I have been adding to that position beginning at 11 3/8, and more up to 14 3/4.
Looks like the market is pulling back...wonder how much of the LTXX we hold today?
tso |
