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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Proud_Infidel who wrote (4291)4/6/1999 10:48:00 AM
From: Kirk ©  Read Replies (2) of 15132
 
re "patience school"

Follow the money...

A few months ago, I started investing some in internets. Small amount now rivals semicaps for percentage of portfolio.... funny how out performance can do that!

I figure Semi's might rocket again once fundamentals change and I was happy with my positions there so I go to internets to study where new money is going. My theory, when it starts to sell off, if ever, then it might be attracted to semicaps? Internut money may never "sell off" but the rate going in may decline. Figure out where it is being diverted to and you might continue to make out performance type returns.

sabe?
(or am i just another astro-nut?)

regards
Kirk
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