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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: bill meehan who wrote (70854)2/23/2001 11:58:27 AM
From: chic_hearne  Read Replies (1) of 436258
 
How do you feel about those trades now?

I must say you are one of the better analysts out there, like top few percent. I'm not sure what percentages you're playing with, so maybe I was off base when I was giving you crap about going long a few trashy techs about a month back. If I had a mountain of cash, I'd probably be going long 5-10%, but I don't so I'm preserving cash by staying short because I feel that's the best bet at the moment, and probably for a while longer. At this point, I feel like I need to re-evaluate my gameplan after we get that 5 BILLION share capitulation on the Naz that I've seen you talk about on CNBS. Until then, stay short big cap former high flyers in tech, and endure the pitiful bounces. They don't even scare me anymore. My biggie is Crisco, check the chart for the last 6 months and there's no decent bounce and there won't be until it's in the teens. JMHO
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