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Strategies & Market Trends : Trader J's Inner Circle
NVDA 183.98-0.5%10:24 AM EST

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To: Softechie who wrote (35520)10/9/2000 1:01:53 AM
From: jimcav  Read Replies (2) of 56535
 
One thing to keep in mind Techie, as long term investments, buying companies with price/book between 1 and 2, which have dividend yields, unlike most techs is a relatively less risky proposition. Even if the yield is less than 2% which some of my holdings are, it is a nice way to have some $ come in while awaiting a rise in the commodity price, and hence a rise in earnings for the company. Precious metals plays are WITHOUT A DOUBT, the most looked down upon play in the markets, which to me makes them the ultimate contrarian investment---the time horizon one must have though does not make this sector something to trade in and out of for scalps or shortterm swings. My personal opinion is that all investors in the market should have at least some exposure to the group. My longterm portfolio of miners is just that, longterm, and I will continue to trade the volatility of the tech markets until that no longer occurs--

PS -- as an aside here--I hope everyone is doing alright in these tough markets, but I feel it is important we all keep the perspective of what is truly important to us. I just had a refresher on reality since my wife gave birth to my son this morning at 10 eastern!!
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