<<Hi Sig, long time no talk.>>
Have not had much useful to say<g>
There are times one knows something and is wrong. Other times one knows something and knows that he knows it. A moment of brilliance, when the forecast result is sparkling clear.
Happens many more times in horse racing than in stock selection, as there are too many factors affecting stocks that have nothing to do with the company performance.
So in this time of confusion, I am mostly sitting and waiting for some clarity, looking several months forward to
appreciation of what I own and am even prepared for the total to drop a little if it chooses.
The Texas economy is outrageously strong. Mr Greenspan killed the bubble and now has to hold the Dow over 10k or all is lost, and doing that will support the Nasdaq. With such large sums spent on donuts, housing, car racing, auto parts, transportation, vacations, and all those gadjets in the Radio-Shack and Best Buys, the money will keep moving.
So I am sitting here with lots of Geacf, the brli, ally, dfxii (or nls), tsco and Dell. A few more.
Am trading the brli and Dell
Nls is looking good but was late getting into that one but you insisted.
Am glad to see you are more comfortable
Sig |
