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Strategies & Market Trends : Stock Attack -- A Complete Analysis

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To: Nancy who wrote (14796)8/20/1998 9:10:00 PM
From: Sonki  Read Replies (2) of 42787
 
Hi Nance, just pfe, wla and i have some very old mrks and will buy mrk if pulls back signficantly from here.
i sold all my mrks i bot at 115. i think ahp is a good value play, sgp is great but I am very weak in this area so I have two big mutualfunds fido sel health and vanguard health. When a whole sector pulls back i add to the fund. right now i feel bullish re: pfe cuz of the pull back and may close at 105 tomorrow cuz of the option expiration. i also recently bot wla.

nancy, i have always lost when i diversify too much. so i want to reduce my holdings to few stocks and put rest in the mutual funds or spy.
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