Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Donald Wennerstrom who wrote (42687)	1/15/2009 5:26:59 PM
From: willcousa	of 95531

It has taken me a lot of years to come to this conclusion but unless you are on the inside I don't think there is any certainty in regard to where the market or particular stocks are going. It is one big crap-shoot. You have to play for the very long-term trend. So for clients who don't want to play with their investments (this being the balance of their funds not needed to produce a desired level of income) I go 1/5 into each of large cap, small cap, real estate, commodities, and international. My goal is for one of those to be above water at all times. This is not working at the moment.

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