Deat JDN,
Thanks for your post. I am considering your suggestion. SUNW that I am hoping to sell at 120 are not the stocks in my long portfoglio. In April and May, during the melt down
I sold dollar and Euro dinomonation bonds that are about 65% of my portfolio and bought NASDAQ blue chips, including SUNW! I was a tough deceions to make, but my max. bond yield per annum is 10% of the face value in fix income. I figuered I can triple that to 30% return if I buy CSCO, SUNW, INTC, IBM, and CSCO. I have done a little better and I now need to cash my gains and go back to bonds that I hope to pick-up at cheaper price. That is the disiplin. In case of SUNW, I will hold back a few for 145 or above.
What can you tell me aobut CPQ? I own plenty of those and I can't see where this bloody stock is going? GG
Kind regards
Yaacov |
