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Strategies & Market Trends : 50% Gains Investing

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To: Dale Baker who wrote (2875)	2/2/1999 9:32:00 PM
From: Dale Baker	Read Replies (1) of 118717

Excellent RNWK post: Message 7608944. I noticed today that February is here and I still have a couple of bow-wow's in the portfolio. KCS and ERGO get the boot tomorrow; as under-$5 stocks they eat up margin which I plan to use in XLY instead. I ran a comparison of WMT and HD versus MRK and the retailers just blow away the pharmaceuticals over the last two years. Also good candidates if money rotates out of techs and into cyclicals. That's the theory, anyway.

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