Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

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To: Bill Wexler who wrote (6032)	1/13/2000 10:05:00 PM
From: Bill Wexler	Read Replies (2) of 10293

I'm going to have to stick by my thoughts about the market in general... I was wrong about Intel (boy was I wrong about Intel's last quarter), but I still think that risk in many equities - particularly technology - has become unacceptable with the bond hovering precariously close to 7%. I'm not buying any more tech. I will use the Intel inspired rally to sell some more stock, sell more covered calls, and buy boring banks, tobacco and cream cheese (MO). I think I also mentioned in a previous post that I'm buying Berkshire Hathaway BRK (the "B" shares - which trade at an effective 5% discount to the "A").

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