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Strategies & Market Trends : Waiting for the big Kahuna
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To: Mike McFarland who wrote (16695)4/16/1998 5:55:00 PM
From: yard_man  Read Replies (2) of 94695
 
I'm mostly cash. A couple of mining stocks. A small cap dog I refuse to sell at a loss. Some EWM, I bought today. More puts than I ought to have.

I don't think YHOO, AOL or XCIT will have to pull a Cendant to get cut in half. I know, I'm inviting mocks and derison saying that.

Cash is king, unless we get a real calamity. If that happens then we are really in Dutch. 4.X% is a great risk adjusted return right now.

My opinion which doesn't count for much.
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