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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (7273)5/21/1999 1:39:00 PM
From: Don Earl  Read Replies (1) of 78525
 
Hi James,

<Let's get back to doing what this thread does best. Discussing ideas.>

My portfolio is currently 85% cash, 10% SPRI and 5% September puts on the Dow with 96 and 100 strikes. All excellent values IMO with the Fed leaning toward a tightening bias. I guess I'm feeling a little bearish this week.

Regards,

Don
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