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Strategies & Market Trends : Z PORTFOLIO
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To: DanZ who wrote (7785)8/12/2002 7:25:15 AM
From: Ron McKinnon  Read Replies (2) of 11568
 
we have plenty of cash so no big pressure to sell
but there are still many positions down 40-50% or worse
it may still be prudent to take some of these off

not to pick on Paul; just for example purposes
a while back he sold a number of positions that were down big
as it turned out every single sale was a good one
review where he sold them and where they closed Friday

ADBE 26.85>>>17.71
GNSS 8.97>>>6.83
BA 42.58>>>41.00
TFS 9.00>>>6.45
PMTR 1.43>>>1.18
KM .88>>>.65
FDMLQ .77>>>.64
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