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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (33970)10/15/1998 12:04:00 PM
From: valueminded  Read Replies (1) of 132070
 
Mike:

It would seem that days like today would be good for establishing first thirds in areas I dont have positions yet. What do you think of AMAT/NVLS ? And are you still negative on the financials/druggies ? If so, do you like the indicii or individuals. Thanks

Looks like there has been a major meltup in the financials the last few days. I am not surprised and am considering positions in some of the credit card folks. ie COF and PVN thanks
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