By Request: . . . . . . . Links to MARKET TOP CALLS on Tech Stocks Posted Wednesday, Mar. 8, 2000. . . . .
Rene, perhaps you are reading too many unimportant posts and scanning over the important ones. . . just a thought.
To all. . .
Realize that I cannot say "SELL TECHS TODAY". . that would be assuming the role of a financial advisor, thus placing me under certain SEC restrictions and requiring me to be licensed as such. So you will never see such a post. . .rather, I explain the reasons why I am selling and give warnings. But I always pre-warn and reiterate, for those that may have missed an important post. I apologize for noise on the board that may interfere with your following my posts. Soon, that will no longer be a problem.
One post has shifted by 2. . . so Post # 21888 became # 21890 . . . sorry about that. . .no idea what happened there. . . here are the links:
Wednesday Mar 8, 2000
"Selling Most Fibre Optics Plays":
Message 13113744
Wed Mar 8, 2000
"Elaboration: Opticals:"
Message 13114674
To: jjetstream who wrote (21898)
From: Rande Is
Wednesday, Mar 8, 2000 11:10 AM ET
Reply # of 22266
The reason I warn you guys to sell AHEAD of the others is partly due to the slow servers of the brokerage houses, once other traders realize there is a tech selloff.
I couldn't very well say "sell sell sell". . . while Greenspan was talking. . .but I don't feel good about the Naz moving forward. . . .I felt as though we "should" have another rally. . .but the odds are not in our favor that we will. . .
Beaten down techs. . .other beaten downs with low PEs. . foreign internet/fibre related. . . etc.
So far, I bought ATHM, AIS, keeping RDOC and PLC, and I added one I recently found that has not run much. . .despite their impressive accomplishments. . . probably because it is on the Amex. . .it is UQM. Read their news and what they have done.
Rande Is
Message 13115021
Thursday, March 9, 2000
Started our yearly alternative. . . SUMMER VALUE/GROWTH PORTFOLIO. . .Here is the post:
Message 13130638
The Summer Value/Growth Portfolio: siliconinvestor.com [should have been adjusted, due to AIS, MCOM and a few others that are falling with high-techs. . .but it sure has been beating any of our high-tech portfolios during the past week. . . which is why we rotated into this alternative portfolio last week when I posted it.]
To those that missed my calls, I posted the following: Message 13191701
There are numerous posts where we discuss the top of the market and the Spring selloff which leads to the Summer doldrums. Here is another:
Monday, March 13"those of you still heavy into tech stocks here. . . you are on your own."
Message 13191022
I'm out of here for vacation . . .please, no more questions. . .
God bless all of you,
Rande Is |
