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Strategies & Market Trends : Buffettology

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To: James Clarke who wrote (999)1/22/1999 9:47:00 PM
From: Shane M  Read Replies (2) of 4691
 
Jim,

I've noticed RAL creeping down again, but RAL isn't right at the top of my interest list right now. Have had a few special situations occur that I'm watching closely. Only have enough for a few carefully placed bets given my lower cash position.

Have been busy buying quite a few software stocks and recently opened a position to give me oil exposure with FGI. I'm still quite interested in Techne TECH as well as Caterpillar, Disney, and maybe Deere and am trying to save my cash for these opportunities. Some other non-Buffett plays (read technology stocks) are attracting my attention also. RAL has simply fallen in interest relative to these other opportunities.

Shane
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