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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (9613)11/2/1999 11:32:00 AM
From: Kirk ©  Read Replies (2) of 15132
 
Profit taking time in the semicaps? Appreciate your comments.

Sure has been a strong move up just after your covered you one day shorts... We've had earnings announced recently and I've made a ton on my longs and am thinking time to skim some of my 8 bagger in LRCX (in 14 months so 20% rate!!!) and perhaps even some of in AMAT as that is up nearly 8x from my buy many yrs ago at $12...

Still great prospects going forward, but upside reward greatly reduced now that we have seen it materialize so quickly.

"Bulls and bears get rich, pigs get slaughtered."

I HATE to leave the trough too early, but that sure beats the alternative of the slaughterhouse!

Now if we could just get the laggards like UTEK and SFAM to join the party! 8)

Sure is cool how you can put 1% bets into a couple of stocks and see them grow to a combined total of 10% of my portfolio! AND THEY ARE NOT INTERNET COMPANIES! 8)
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