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To: JSB who wrote (12536)12/2/1999 8:01:00 AM
From: Dale BakerRead Replies (1) | Respond to of 118717
 
Richard seems to do better on IPO's than any of us here. I think he uses DLJ.

GRADUATION CEREMONY - after reviewing my portfolio today, I chose 7 stocks for elevation to Core Holding status. That means I won't dump them unless the fundamentals deteriorate (like FNDT). I may reduce a position if it gets too large compared to the rest of the portfolio, though.

And the winners are: NSATF, ASDS, FFTI, BTGC, MGIC, DCLK and COMS.

I will also add BINC once the GRAS situation is clearer.