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Strategies & Market Trends : e-Commerce the Next 100 Months......

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To: AugustWest who wrote (1925)12/14/1998 2:21:00 AM
From: TLindt  Read Replies (1) of 2882
 
>>>That's a mighty tasty pie I'm working to get a slice of. How about we just split half of it amongst the thread participants, and throw the rest out there for the public to fight over?

Well if you look at the thread portfolio, up what 30% in 9 months...where in general small caps have lagged..says a bunch. And really we started buying the portfolio near a peak. If we could have done a portfolio from day one on this thread...we'd be pushing 50%.

I think it's time to add a few...Doc had that digital river, and I kinda like 800 Travel. I think too that Preview if it comes back to the low teens we should buy...the thread didn't but I did...I'll double on the next buy.

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