Mike, Mea Culpa. I usually write "To All" on these things when I make a portfolio move and didn't do it this time. I can't even blame it on the egg nog, as I am avoiding booze due to being scared to death of getting gout again. Anyway, here is the post, for whatever good that is now:
To: ild who wrote (87293)
From: Michael D.Burke Wednesday, Dec 20, 2000 12:42 PM ET
Reply # of 87475
ild, On the tech side, BEAS, VIGN and QLGC. In biotech, Incy. In closed end funds, ASA and EMF. That's all for today, but more may follow.
Anyway, I have punted Beas and Qlgc calls as of today. I will be back in on weakness. I still hold the others. VIGN is doing fine, but hasn't quite hit my short term target yet. Incyte has been laying around not doing anything. ASA and EMF are longer term bets, as closed end funds have to be. They just don't move that awfully fast. However, the options are dirt cheap, so that makes up for glacial movements. |
