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Non-Tech : FITB (Fifth Third Bancorp)
FITB 41.51-0.3%Nov 3 3:59 PM EST
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To: Ross who wrote (34)7/1/1997 1:56:00 PM
From: Ron Kory   of 68
 
Hi Ross....thank you for the ideas...I will check into them. I have
been on vacation for the last month and won't be going back to work
until next week so I do not have any good ideas for you at the
moment. As a short term trader I can't imagine that there will be
too many low risk entry points (on the long side) at this time.

I also made some money on HBOC--by my standards I was very patient
and held it from 50-65. I think they are a great company and they
are so much bigger than anyone else in that sector. They are the
CSCO of healthcare information systems. I wish the market would
correct so I could buy it again!

I see some other people found their way into our personal FITB
folder and I noticed someone tried to take credit for RENS and you
stuck up for me (not that I need that but it was nice all the same).
Those stocks have also been phenomanal.

I have been involved in a spirited debate involving PTEK which I have
soured on fundamentally but which may be tracing out an extended
wave two correction prior to wave three. You may recall we counted
(well, you counted--I guessed) five waves up and now the stock has
gone sideways for almost two months.

Hope you are enjoying your summer and when I get back I'll fill you
in if I have any good ideas.

P. S. Will gold ever bottom? Isn't this the ultimate contrarian
play?
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