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Pastimes : John Dessauer's Investors World

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To: Wren who wrote (1613)10/2/1998 11:27:00 AM
From: Robert New  Read Replies (1) of 2346
 
Well another Dessauer stock bites the dust...Namely SFA. I must say that his relative silence regarding certain stocks such as ERICY amidst this freefall is troubling as I can remember the days he would push buying on ANY dip. Obviously this global contagion is much worse that most pundits including Dessauer ever imagined. I sold my RP at a small profit a couple of weeks ago when it began showing considerable weakness and most of the ADR's continue to languish. I must say that I have only 2 current holdings recommended by Dessauer at this point but am considering entering WCOM on dips.

WCOM just doesnt seem like the typical beaten down out of favor value play that Dessauer usually promotes and I found that pick quite surprising but having followed the company for a while but I too think that the companies building out the infrastructure for the internet will be solid long term holdings.

Good investing to all...
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