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Strategies & Market Trends : Group Therapy

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To: country boy who wrote (2766)1/4/2001 11:51:22 PM
From: Duane L. Olson  Read Replies (1) of 4564
 
Country Boy....whatcha trading here? I've got a third of my portfolio in LTXX, CYMI and SSTI now, and those have been doing a nice recovery act. LTXX is up 50% from the recent low, and still selling at a mid-single digit PE, with good prospects (analysts projecting over 30% growth for next five years)... I have semis all the way from KLIC to ATML, with things like ELNT thrown in... looking to a nice two year run from here (starting seriously about mid-summer?)... Am I being too optimistic again?
tso
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