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Non-Tech : The Critical Investing Workshop

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To: RR who wrote (25422)7/14/2000 10:26:22 PM
From: RR  Read Replies (3) of 35685
 
My positions in order of holdings follow, if anyone interested:

1. JDSU - Awesome week. Still holding substantial Sept calls. Bought more Dec calls, and added substantially to Jan 02 leap position.

2. BRCD - Added more Jan calls.

3. NTAP - Added more Dec calls.

4. QCOM - Leaps

5. CREE - Sept calls

Was high in cash past couple weeks. Recall end of week report last week, cash was number 4. Well, too many opportunities this week, and I spent it all!

RR Radar Screen :

6. This is rare, but I don't have anything on the radar screen now.

Had a great week personally. Executed decisively and in numerous trades. Positioned well I think. Very confident.

I was tied up all week in court and if I had not done my homework, studied and been prepared going into the week, then I would not have known what to execute. I firmly believe this is where hard work, perseverence, having a plan, and not getting rattled by shaking news (i.e. news on JDSU and its reaction), pays off.

Hope everyone has a great weekend.

RR
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