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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Gary D who wrote (4359)4/8/1999 10:01:00 PM
From: Demosthenes  Read Replies (1) of 15132
 
Justa and Gary,

Didn't really need to buy another semi-equip as I can hardly remember the ones I already own. But... I really couldn't keep my hand off the buy button today and bot ETEC at 24... and then saw it close 2 points lower. What gives?

I know I shouldn't be this heavy, but when I measure the risk/reward and valuations at the levels I have bot my individual positions, I conclude that I would be a fool not to take advantage. I guess I should learn to "just say no" to more buying of semi-equips.

Is anyone else suffering from this problem? Is it possible to justify a portfolio that is half semi's? Sheesh.

Rgds, D

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