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Pastimes : son of T/FIF
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To: LLCF who wrote (613)2/18/2000 11:17:00 AM
From: Mike McFarland   of 673
 
Also, as corny as this sounds, sitting on
cash is going to make it easier to be a
faithful shareholder for the longer term--
through the periods when there is no momentum
and while other sectors are hot. I could take
a pretty substantial hit in a few of those
companies in which I've developed interests,
and not feel compelled to sell into weakness
with the cash cushion.

Still a few dirt cheap stocks out there however,
might still do some buying yet--a few things
not far from book value I understand! And
some nice speculations that have their burn
covered and nice R&D partnerships. I think
you know the one--my little two dollar TFIF
looks awfully cheap, although I will not buy
any more of that, will resist the urge to spend
any of my cushion.

Wow, what a day for Cadus, my gosh. Locking in
some now!
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