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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (18534)1/24/2004 11:26:11 AM
From: Steve168  Read Replies (1) of 78971
 
My model turned bearish Thursday 1/22/2004. I am taking profits on some of the positions (UTSI, AMAT,...) and still holding large core long positions in ALVR, EONC.

Shorted QQQ average around 38.25, JNPR at 29.8, and smaller short positions in F, FRE, AMR, AWE.

In the past two days, my portfolio went from 100% long to about market neutral. My model predict a 5% correction (may change later) at least.

Good luck to all!
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