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Strategies & Market Trends : AMIGOS INVITATIONAL YEEHAW PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?


To: Ken W who wrote (926)8/7/1999 5:26:00 PM
From: James Strauss  Respond to of 1316
 
Ken:

I'm looking at CTCH for the long term portfolio... I own it in my own portfolio... It's an Israeli ISP company that Microsoft co-founder Paul Allen has invested in... If we get a dip in the market next week I'll give you the buy price...

Jim



To: Ken W who wrote (926)8/7/1999 9:39:00 PM
From: Jibacoa  Read Replies (1) | Respond to of 1316
 
Ken:
The long term idea seems good to me.
I have been too busy lately to keep a daily watch on the thread.

Some of the stocks I may recommend for long term, are ASYM CBDR or FARO on which I presently have a small long position.

The three seem to be overbought at present. The recent news on CBDR with Bloomberg makes this probably the best of the three, but in view of the general market I would wait until Monday before making a recommendation for the folio.

Regards and good luck.

Bernard.



To: Ken W who wrote (926)8/10/1999 9:27:00 AM
From: Cary C  Read Replies (2) | Respond to of 1316
 
>> two picks for the folio.<<

Ken please move USTR over to the long term portfolio. The reasons still remain in tact that I posted earlier.

I bought some INPH at 16.5 the other day. It looks like it might have possibilities of being another EMLX. I am looking to buy more around $17. If it gets there, I will add it as my short term pick.

Thanks Cary