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NW -- gives a lot to think about in the near term doesn't it? Still adding to GE but have reduced techs since selling COMS and most of CS. SCLN and FSTW were also good in a matter of weeks.. more drugs? PFE is looking to be a good trade the 2nd time this year but will drugs continue? Possibly the big guys not so certain of the little ones. AOL being flat is about to be turned loose too. New or old economy-- are things in the retail and consumer sectors bargains here? Possibly but I am waiting,, financials? I did a very small amount there and probably too early but not enough to worry about,, sitting on a lot of cash and still looking for issues to put it into,,, too many questions that these guys are not providing answers to,, they may be less certain of what is coming than we are... |
