Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

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To: up3up4 who wrote (21400)	1/7/1999 7:26:00 AM
From: Jenna	Read Replies (1) of 120523

VRSN and CMGI (NSOL).. I lightened up on all three yesterday altough I still have small-average positions and I don't expect to sell anything even through a correction. Most of my trading portfolio is in cash although my 'savings portfolio' is still full of stock (NSOL being a major position since I have what is for me quite a large position) I expect them to be down this morning at least but I see no problem even selling and waiting for it to bottom before getting back in. Last week I averaged down but I don't think I will do that this time..to such an extent. I averaged down because the impending 'good week' for internets caused by impending earnings reports. But I think the earnings surprise is factored into there prices now and I don't expect them to surge but rather relax, if only for a few days). Earnings season is just a week away and I want to concentrate my cash on some of the potential winners. If VRSN and CMGI correct down I will not buy until Monday/Tuesday unless there is overwhelming cause to do otherwise.. All depends on the trend.

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