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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Clairmont who wrote (4379)7/30/1999 4:20:00 PM
From: chaz  Read Replies (2) | Respond to of 54805
 
Don't know of it's potential as a gorilla, and I don't own it....yet.
I'm in a very strange mode just now, at least for me. Previously, for the past 8-10 years, I've always been almost fully invested. Loose cash seemed to cry out "buy something."

Just now, I'm sitting back, cooling it, waiting for what I expect will be a strong pullback, and lots of solid bargains...RMBS among them. I definitely don't think this market is going to run away from me.



To: Clairmont who wrote (4379)7/30/1999 7:04:00 PM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
Clairmont, RE: RMBS. Like you and some others here, I have been in and out of RMBS over the last 9 months. I am a little ahead, but have had some serious "opportunity costs". I believe for RMBS it is "when" not "if". But the when is as worrisome and expensive as the if.

RMBS looks like a Gorilla in the embryonic stage--or is it a chimp? Hard to tell at this stage of development.