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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (40097)11/2/2000 1:39:11 PM
From: thecatwoman_  Read Replies (1) of 57584
 
rande

>>>I would also appreciate your not writing messages "between the lines" of your post.

what message might that be? i have no agenda, as i have thought this to be a forum for exchanging ideas. it is my opinion that some of the securities on that list can not sustain growth expectations; almost every niche is getting more competitive reducing leaders' market share.

i didn't suggest replacing all of the large caps with small caps(as your pm stated)--but merely using some as a hedge. i look for growth at reasonable valuations. it is my opinion that if a trader wants to be on the aggressive growth side of the marketplace, select small and midcaps offer as much or more because of their shoddy valuations. many have assets greater than their capitalization, with propietary products and healthy growth prospects. to me, buying a very good company at or below book, is a no-brainer.

also, i don't think that list was balanced and i think an argument can be made that it is unreasonable to hold fifty positions. but that is ONLY my opinion--isn't that what makes a market? if you disagree, fine; if my opinion offends you, i'm sorry--it certainly wasn't intended to.

regards
laura
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