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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
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To: MrGreenJeans who wrote (4896)4/30/1999 10:57:00 PM
From: marc ultra  Read Replies (1) of 15132
 
MrGreenJeans, Appreciate the excellent posts re semi capex.I'm still holding modest positions in all 4 biggies though I took some profits on NVLS at 66 5/8 and KLAC at 53 a while back when I think Bob was telling a lot of people to take profits. Like Alan I'm a bit worried about the market especially this May to Nov time frame, the kind of stuff I usually try to ignore but the current market looks ripe to fall in line with the pattern with the big gains behind us for the time being. With NVLS about 20 points below where I took profits and challenging its near term low around 47 it's getting awfully tempting to add some back. The way these move I won't have much time to ponder as it can be 10 points up or down in a few days, like you I expect the former is more likely than the latter but I would like to keep a bunch of cash around if we're about to fall into a 10%-15% correction. If the decisions were obvious we wouldn't be making the big bucks in stocks

Marc
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