The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: marc ultra who wrote (2706)	1/11/1999 6:26:00 PM
From: marc ultra	Read Replies (2) of 15132

Took some money off the table even though it ran against my nature. I just have this strong funny feeling that after INTC earnings good or bad the the techs are gong to sell off a bit. Also with interest rates jumping significantly and Brazil a question seems like people will have plenty of excuses to blame a correction on. After making a ton on semi capex last week I did some major lightening up including a timely dumping of ASYT just before it sold off. I should be selling a lot more to get to the asset allocation I'd like to be at for the moment but everything's a big taxable event and I don't want to bother with hedges right now. Should be interesting to see what the sentiment number is on Wednesday Marc

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