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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (56854)4/22/1999 12:27:00 PM
From: Knighty Tin  Read Replies (2) of 132070
 
To All, Portfolio notes: 1. I rolled down my May 40 MU puts to May 35s.

2. I bought some Dell May 40 puts. I am at about a half position now on this dog with fleas.

3. Ancor be lookin' good today.

4. I liked Incyte's quarterly report, but the market hates it. I think this presents a buying opportunity, so I am buying a second third here. The reason for a loss is moving R&D inhouse instead of using the tracking stock scam. I think INCY has enough confidence in their R&D to want all the benefits kept in house.

MB
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