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Strategies & Market Trends : Fidelity Select Sector funds

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To: Sonki who wrote (297)	11/1/1997 10:05:00 AM
From: Angler	Read Replies (1) of 4916

Dear Sonki, It's true that nobody knows what the fund mgr. is holding right now. It's his poker hand. However, the whole group of mentioned cos. are doing very well and he must have drawn some of them early on. But he might be trading them off to take capitol gains mightn't he? The pots getting bigger. If you look at IBDs friday back page, one will find under FSESX current holdings: UTI = 10%, Cliffs Drilling = 6.8%, ATW = 1.5%, ESV= 4.3%, HP = 0.5%, HAL = 9.7%, BJS = 7.5%, SLB = 11.7%, VRC = 1.7%, EVI = 6.4% and NOI = 3.9%. This is an educational thread and I am learning a lot reading and watching. So let's go to it. Angler

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