BUYING THE M25... (To all)
So, if you bought M25 stocks in 1996 or 1997,
what strategies did you use? Did you buy equal $
portions of several stocks, or did you weigh your purchases
using other criteria?
Here are my thoughts at this point:
ADIC, CGN, MOVA, QCOM, SATC, TRMB look attractive now, may pick up
a few shares of each.
will continue to watch ACRT, BTGC, CMGI, EVSNF, FORMF, MODT, TRII
- not ready to commit any funds to these, but they look interesting.
LU - the Coca-Cola of the Telecom world. A surprising choice for II,
since they usually stick with smallcaps. But a great stock nonetheless. (disclaimer: I have a long position in LU)
No opinions on the rest at this point.
Andrew Aiken |
