Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

REFR 1.820

+5.2%

Nov 12 3:58 PM EST

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To: Bill Wexler who wrote (2966)	8/25/1999 10:06:00 PM
From: Bill Wexler	Read Replies (1) of 10293

I love COVD!!! I took some profits today. (I think it is still going higher, but discipline won't permit me to leave 100% of a position on the table after it rises 40% in 2 weeks). DIS has done OK since I issued my first BUY rec (up about 4). Remember that I have a multi-year outlook on this one. In the next few quarters it is going to be a tug of war between the value investors )who see huge assets and a management that is in the process of unloading loser businesses), and analysts that are concerned about hitting the quarterlies. If you have kids or grandkids you want to make a nice gift to some time down the road, continue accumulating...especially if the stock languishes here or goes lower.

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