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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: E.J. Neitz Jr who wrote (23011)	4/12/2000 11:29:00 AM
From: Larry S.	Read Replies (1) of 53068

Hi Ed. Think that a good portfolio today would include 30-50% old economy stocks, whether they be for trading or holding. In the new economy, i think we are damn close to capitulation and a major bottom. This is not the time to bail in this sector, nor to add crazily in margin to try "and make up for" previous losses. be out of margin, hold the issues that you believe in, dump the rest, and be diversified. ps, cash is nice too. larry

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