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Strategies & Market Trends : 50% Gains Investing

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To: kathyh who wrote (4797)	4/26/1999 11:38:00 PM
From: Dale Baker	Read Replies (1) of 118717

I'm glad FORE worked out for you. Tim Luke is definitely rubbing off on your investment style! I'm still holding half my PAIR calls even though Tim hasn't said much about PAIR lately. COMS is a logical target too. Life is good over here. Still watching ONEM but overcommitted on the long side for now. I am getting to the point where I make myself sell something before I buy new positions. Not taking profits in my leading core holdings any more so the cash machine has slowed down except for paper gains. But you won't hear me complaining, believe me. A bookkeeping note for everyone - when I refer to a daily % gain or loss, I am working from my 1/1/99 opening balance. So yesterday's 5% gain was actually a 4% gain relative to the daily opening balance. I will continue to measure performance YTD as my primary yardstick.

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