Which stocks do you have in your "basket?"
So, how has your 4% done?
The usual suspects, AOL,ATHM,CMGI,DCLK,EXDS, plus a handful of wannabes. They have performed beyond my wildest expectations, which probably accounts for my willingness to be an Internet Bull, against the grain of this most excellent thread.
Nice post, but as I am sure you must realize you took don's post out of context:
What? That's not allowed? Maybe my wife is right, that I have been watching too much Geraldo. Sorry.
I am sure you are not making additions to your internet portfolio at this time.
I am making lateral moves, like selling 1/2 of a 2-3-4 bagger and moving about half of those proceeds into some new names.
If one wanted to take a flyer on the net, the time to do it was September - October, 1998 or before.
My thought is that if you have no net stocks, you have to act now, even in a small way. If we get the much heralded debacle, you can add more then, but I assure everyone reading this that come a 50% correction in the Internet sector, you won't want to touch anything therein. That's just the way it works.
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