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Non-Tech : The Critical Investing Workshop

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To: bonnuss_in_austin who wrote (32763)9/11/2000 4:48:35 PM
From: Wharf Rat  Read Replies (1) of 35685
 
Good morning.

What do you mean, I don't list much. Got lots of words on my profile. Oh, you mean stocks. I guess I put things up in order of their importance.

Mostly LTB&H; some funds,some bonds, and mostly tech stocks. Most of the techs have been since 5/99.
A,CPQ,CSCO,G*,INTC,KQIP,NOK,Q(notQCOM),VOD;
I started buying a few for both intermediate profit taking and LTH...IDCC,RMTR, maybe with DIGL, too. Probably sell half at 100% profit and play with the house's money. May do short term/CCs with DIGL

The one real crap shoot is a penny called Enova, ECAR.I bought it a few years back when its demise was imminent, but, as it turns out, greatly exaggerated. Cheap way to get into alt.energy, green vehicles, etc.If you want to know more, tell me. I'll pimp it unashamedly if you want. In general, I think this is an upcoming hot field. Doesn't hurt to have high gas prices. Fuel cells, batteries, hybrids, etc are gonna have their day. Cal. just reaffirmed that, by 2003, 10% of the vehicles sold in the state have to be ZEV (zeeeeero emissions). It is expected that NY,Mass, and Vt, among others , will follow our lead. There is no indication that Tx wants to clean up Houston's air, tho, so don't expect Tx. to follow suit. Detroit is getting in line.F and GM are trying to outgreen each other in the PR wars.

I would like to get into biotech and drugs. I understand that world a whole lot better than electrons. I had a neurophysiology prof tell us over 30 years ago that everything was going to come back to biochemistry, and hence genes. We would be able to correct inborn genetic errors, etc. Looks like we are finally getting there. I heard the other day that the next place (I am sure it is way too soon) to be is proteinomics, the step beyond genomics. Genes control proteins, hence enzyme and hormone, etc production. We shall see. OK, I'll add more to the profile, one of these daze.

Have a good one.

TK

PS Saw a lot of Jesse Ventura over the weekend. I think I could vote for him.
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