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Strategies & Market Trends : The Rational Analyst

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To: ftth who wrote (642)	4/21/1998 11:24:00 PM
From: HeyRainier	Read Replies (3) of 1720

[ Market Chat ] Hi Dave, A significant portion of my portfolio is in cash (about 70%), and being in such a position, I'm continually looking for trading opportunities. I'm becoming more cautious with a segment of the broad markets, particularly because of the sudden emergence of the mega momentum issues like KTEL, HCOM, MARG, SEVL, all up over hundreds of percent in just a few trading days. (Off the record speculation: SEVL's got more room to run as the big momentum boys continue stomping and leaving footprints). Scary, isn't it. Regards, Rainier

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