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Strategies & Market Trends : Position Trading Forum

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To: Tim Luke who wrote (1117)	9/8/1998 5:17:00 PM
From: BarbaraT	Read Replies (1) of 7247

Hi Tim -- First I think you are terrific!! You are a gentleman at all times on your thread and I find that a refreshing change. I agree with your picks, for the most part, but my woman's instincts do tell me that we are in for more rough times and that the correction is not over. Therefore, I would proceed with caution. Neverthless, I agree with most of your picks long term ... especially Dell (which I never filled), CPQ, HBOC, COMS and even MER. But Merrill may have a little hiccup after today's news, but it should do all right in the long term. I am sure all of these will be significantly higher by year's end. I am in CPQ and COMS for the long term and look to add on any dips. Have had COMS for awhile at much higher prices and averaged down today at 24 3/4. Also nibbled at a couple banks like BT - which pays a 6% dividend. Pretty hefty! Better than my money market.

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