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Strategies & Market Trends : Rande Is . . . HOME
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To: Rande Is who wrote (21215)2/26/2000 12:51:00 PM
From: jfhh  Read Replies (1) of 57584
 
Rande:

I was wondering if your exit from the Dow meant that you would concentrate on the smaller naz issues or continue with the proposed naz large caps balanced with some micros/rats/etc.

I would like to thank whoever brought ENMD out. I have always had a fear of these small bio's. Not that they don't have a viable product/discovery but that they won't have the cash to go a few years out to get to the finish line. ENMD looks unusually healthy in that respect.

Although we cannot invest in the tech that will exist in 30 years, I think we can invest in some bio's that will have an effect that far out. Of course, anyone that looks at my portfolio will see I'm not overly concerned with 30 years out!

Speaking of portfolio's, I closed at an another all time high Friday. In a big part due to ADAP, which I added to last week due to some friendly reminders! This happened, even with some of the micros settling down to support after spiking (CICI/TCPI).

I don't hear much talk on Dow capitulation. It does look like Alan G may have his desired effect after all. At some point, banks and retails will be back. But if AG raises March and May, won't it be after the summer doldrums?

I don't see $ going to bonds or to cash. If it doesn't go to the naz the only place left is foreign. I don't see that happening. Anyone else have any thoughts?

Sincerely,
John
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