Chris, I have GE in mind, but light bulb has not been turned on yet.
yes, that's what i am waiting for, mean while there are lots of good buys. I recently sold MOT, SLB in a hurry. I also think ASND is good
may pick more as it goes down.
so i may not buy any more intels at all. This weekend i got
organzied and really feel that i am too exposed in one company.
To: Frank Morris (5058 )
From: Sonki
Jul 5 1997 2:55PM EST
Reply #5081 of 5199
ALL: any one have comments on the following ? Any experience with any of the companies that I could
ADD/DEL? Esepcially, I am very happy w.
everything execept unsure of : dis, trv, mer, ko ! Any comments?
THIS IS MY CURRENT PORTFOLIO..........
drugs:MRK PFE LLY NVTSY
other: DIS TRV MER KO MO XRX
TECHNOLOGY break down:
==========================
MISC: LU, WCOM, JBIL, AMAT, sunw, orcl, wdc, cdn
core 4 ever holdings : INTCW MSFT CSCO (stocks and leaps)
misc network: COMS ASND FORE (fore is GOOD looser, good prodcuts).
computer: IBM CPQ DELL
funds: JEM(japan) TWCUX SRFCX PBHGX (to cover small caps)
i recently sold MOT and plan to buy back arond MOT earning.
Maybe I will buy NKE around jan 98 maybe.
jem = japan fund. down side 0 upside japan index +45% |
