Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Cogito Ergo Sum who wrote (3217)	10/25/2001 3:19:00 PM
From: isopatch	Read Replies (3) of 36161

Kastel. Pounded the table on this one. As a core portfolio holding a month ago. siliconinvestor.com Golds and patch are great sectors. I've got good positions in both. But there are also new LT leaders driven by tremendous demand for their products in the new war market. Bought a basket of domestic security stocks a months ago. Since then, VSNX has outperformed my other ones. Best approach for me has always been to add to the stronger stock(s) and not be afraid to average up. Laggards usually continue to lag. Either cull those out during the 1st rally, or if there's a special reason delaying a strong move will stick with just the initial position till price action looks like it's ready to rock. FWIW, hope that helps. Isopatch

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