Intermediate holds.. sure I will only I'm not that 'disciplined' like the portfolios you see on the more expensive newsletters. Usually I 'exchange' stocks in the same sector for others that are 'fresher' and not as overbought so I can have a basket of the same 'hot sector' running for 1-2 months. For example, broadcasting/cable, newspapers, wireless telecommunications, and retail were my intermediates and will remain until Mid March April.. I chose the sector by the amount of 'hits' from the earnings plays.
By Mid March I might see fit to go back into the mid-cap and large cap technology sector, so I'd pick up a few from that sector. October through December my 'hits' were in the software, helpdesk, electronic components,and mid-cap technology etc. [i.e. ADBE,ERTS,NETA,MACR,ORCL,VISX,QLGC were in my portfolio for almost 1 quarter based on the success of last earnings report (3rd quarter)]..
.and by end of January I was out of the tech for the most part and into the 'nets (GCTY,CMGI,VRSN,VRIO,NSOL,MSPG,ELNK,DRIV,ABOV,BYND) |
