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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: KevinMark who wrote (74522)2/11/2000 3:41:00 PM
From: Marshall001  Read Replies (1) of 108040
 
KM.. Agreed. Markets been toppy for about a week. I have been selling off profitable positions all week as they were hitting new highs..

INPH, ARTT, GENE, among others.

Sitting at about 80% cash. I nibbled on CYPH and XPDR today. I expect some continued selling in the early part of next week for the NAZ.. DOW is already oversold.

I got caught with a full portfolio in the middle of January and was afraid to buy more when we dipped. Not this time. Bargain hunting next week.

BTW.. XPDR is really undervalued in the sector now.. It has 10X the revenues of LNTE and the same growth and a smaller MC. The Market Cap is the lowest in the bunch.

Good Luck,

M
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