Sue and AT
No - still holding USWB, NETA and CMGI, long some garbage like COOL, ADBL and MANU. Exited VIMSX and VFINX, still holding VHCOX, DTGRX and VWEGX, but been holding those all year or more.
Pacific funds might have a lot more strength in them actually. PM me which one and I will look into it. Latin funds I'm not big on, so can't help,there, but the emerging tech Indian subcontinent funds like ETGIX have been screamers this year.
AT - I'm not exiting anything that isn't technically at the threshold I set for myself, so that isn't a general comment that I think the market will tank. Although as skitterish as its been getting the last few months, I'm trying to be selective on what I trade (as well as since I don't really have the opportunity right now) I don't try to project reversals. On theother hand, I don't want to be like the CNBC gang and just report the obvious <g>. What I am saying is that there are some opportunites that may surface for both some upcoming IPO's and in some other funds (possibly bear, but more likely faster moving aggressive tech funds like MNNAX, NTCHX, and POTCX) that offers some better gain that the ones I had hedged some funds into.
I do think QUIK and WOMN are going to move up well when the market recovers, so those are both worth following.
So who's meeting me in Vegas for a drink or dinner at Comdex?
lastshadow |
