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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: Ron McKinnon who wrote (24266)	9/13/2000 7:22:17 AM
From: Larry S.	Read Replies (1) of 53068

Financials, I look at the quick few points I made on C and PNC and the zillions i left on the table. SOTR and KEY stand out now as bank stocks to own and HOLD. Holding ALL (Allstate) from 23, now 31. Bot STT (State St) at 103 and 112, now 122, sold some SUNW to buy STT. MMC (Marsh McLennan) is long term hold -now 126, bot at 45) Think the financials are good to go as 10-30% of a hold portfolio for present. Techs - portfolios are over teched. While they have been the driving force and biggest gainers, too many funds, portfolios, etc, own too much tech. Drugs, Money, Oils, and small/mid caps have been the places to be this year. Think that trend remains in effect for the forseeable future. jmho. larry

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