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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: chaz who wrote (35066)11/20/2000 4:41:44 PM
From: LindyBill  Read Replies (2) of 54805
 
I have a lack of conviction in any near term rally. Still, when the turnaround comes, our favorites will be at the head of the pack.

Could not agree more, chaz. I got out 8 days ago, and my former portfolio is finally back down to what I got out at. I was going to stay completely out until this election was settled, but I got greedy and bought NTAP at 79, which turned out to be an price on the way down.

So I was really pissed at myself last week. I won't buy a thing now until we know the next president. My WAG is that the market will drop if it is Gore, and rise if it is Bush.

But, I have been so wrong, so much, lately, that it really is a WAG.

As a note to those of you who have been waiting for me to change my mind, when I do buy back in, I will add 10% Qualcomm.
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