VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Voltaire who wrote (24191)	12/11/2000 11:52:12 PM
From: Anthony Clement	Read Replies (1) of 65232

Voltaire May I ask your opinion on the market early 2001. Over the last several years the Nas hit a peak Feb / March time, and it seems everybody is aware of this factor [ tech's as a group according to Wall St are cyclical ]and there is a huge rotation into toothpaste and toilet paper stocks April,May!!! or drugs and nursing homes !!!! How do you play this, totally take profits off the table Feb / March, evaluate stocks on a individual basis, or look at the up and coming economics eg. rate cuts and make decisions accordingly??!! English Karen Hope I am not asking to much from you!! Trying to refine my skills. P.S Shocked this am at Barton Biggs coming out on national T.V, and being bullish about the Nas so out of character!!!

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