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Strategies & Market Trends : Rande Is . . . HOME
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To: Rande Is who wrote (7445)5/23/1999 12:59:00 AM
From: Baton  Read Replies (1) of 57584
 
Rande: I just confirmed my reservations for the Venetian for next month. I asked about the shops downstairs (Toys International). The receptionist said they were running a little behind (to be expected when you spend 100 gazillion dollars on a hotel and 500,000 square ft. mall). She said they were hopping for early next week, but at the absolute latest by June 7th. I hope the momentum of the stock will continue this week.
One question we all might benefit from: What positions do you feel comfortable taking on vacation? If you are going to be out of touch for a week or two what strategy for cash/hold would you use? I feel fine about holding PLCO/P/W and BDE as the big plays for them probably won't happen until mid-summer, but I am inclined to go to cash on most everything else. Your thoughts on vacations (other than needing one). Thank you.
Baton
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