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Pastimes : Home on the range where the buffalo roam

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To: Boplicity who wrote (11695)	3/20/2001 11:11:26 AM
From: Sig	Read Replies (2) of 13572

After selling losers, and adding to gainers for recent weeks, my holdings look like this:. Co.- %- %gains Dell 37% (+22%) Ally 30% (+9%) Rcii 7%( 0) Aer 6%(+.2%) Tct 5%(-1%) The rest is (possibly) junk After being 98% in Dell 2 years ago( and losing a lot of it) I thought never again to be over 33% invested in one stock. But I am going to let the market and action dictate what to do instead of having a pre-concieved standard. Right now selling losers and buying more of the winners is putting me back into Dell and I'll let her ride up to maybe 60 or 70% if that happens. Rcii, Aer, and Tct have not gone up enough to say "buy more" . I couldn't hold the Qcom. No doubt others can find stocks that performs better, but I haven't yet so this is merely the way I try to handle some potential winners among those few I own . Regards Sig I have to go dig some earthworms as we will go fishing for a few days at Galveston Island. You can fix things here while Im gone.

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