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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion
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To: wlheatmoon who wrote (10024)3/12/1998 11:13:00 AM
From: paul e thomas  Read Replies (4) of 13949
 
HOLDINGS AND RECOMMENDATIONS

My top holdings are IMRS,SYNT,TAVA,KEA, and ACLY.To make recommendations I have to separate those intended to be held until mid-summer 1999 versus those being bought on a value basis for short term profits. In the case of longer term recommendations I suggest IMRS,SYNT,KEA,TAVA.For short term I suggest ACLY, COGIF.
Mike I would be careful about making an investment decision based on a consensus view. People will naturally name the stocks they own to justify their decisions they made to buy and hold.I think it is poor way to choose because your risk profile may be very different from the average person giving you an answer.
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