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Strategies & Market Trends : Z PORTFOLIO

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To: Kelvin Taylor who wrote (7539)6/4/2002 2:28:51 PM
From: Ron McKinnon  Read Replies (1) of 11568
 
KT
for the first time in a while I took a hard look at the z positions

was even worst on many than I thought
not that I didn't have crap of my own in there
but if we do not take a real look and clean the stuff down 25-50% or more it's time to move on

I know I'm preaching to the choir to you on this
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