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Strategies & Market Trends : Group Therapy
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To: E. Graphs who wrote (2301)9/8/2000 2:45:47 PM
From: Logain Ablar  Read Replies (1) of 4564
 
Regarding CAMP.

This is an example of why one would not want to hold a company thru earnings. Just too much risk. You can always jump back on board after earnings. I was lucky I didn't pull the trigger the other day.

For this reason I started lightening up on positions today in the tech sector. Trimmed all positions but cmrc which I will let run. I expect a double from this level if we have the mania back and I expect the treasury to keep liquidity up to ensure a decent market thru election.

I've been hit too often even holding good companies with a good report.

Tim
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