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Strategies & Market Trends : Waiting for the big Kahuna

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To: Mark Adams who wrote (50151)2/12/2001 6:11:51 PM
From: Mark Adams   of 94695
 
Added PY to the foreign holdings today, an Aluminum producer. And CEF, a closed end fund holding Gold and Silver.

Small positions in AMAT, MOT, and LU for tech exposure. AMATs earnings and forward looking guidance could decimate the stock. Not to mention some QQQ blowoff insurance, the majority of which is way under water. That's what I get for buying into an index of the most overvalued stocks on the Nasdaq. <g>

FYI
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