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Strategies & Market Trends : The picks

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To: Trader X who wrote (4862)2/12/1997 9:59:00 PM
From: Andrew Vance   of 6124
 
*AV*--Two heart attacks in one day, it seems. I am moving more into cash tomorrow myself from the NASDAQ but I do not feel comfortable moving it into the DOW 30 as a haven. My situation is somewhat unique in that my returns have beat expectations for the first quarter with 6 weeks still left. The semi equipment stocks have been more than generous to me and these profits must be perserved.

Strategic cash reserves will allow real good buying potential, if your "blowoff top" is correct. This could also be the point where Patrick's comments are coming into play also.

What are your feelings towards the semi IC guys and the Communications sector? Or do you see a sector that has not participated in the recent rallies and is due to come into favor in an upcoming market sector rotation?
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