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Strategies & Market Trends : 50% Gains Investing -- Ignore unavailable to you. Want to Upgrade?

To: GeoDude who wrote (12932)	12/10/1999 6:10:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

Funny I was just looking at QQQ puts as a hedge, possibly the January 144's at just under $4. Most of my stocks are in the Naz so QQQ is a reasonable counterweight. YHOO specifically is always a crapshoot. I am not sure I can give you the top dozen. You can look at the last Portfolio Update and note which stocks are in Core Holdings. Most did so well I sold part and kept the rest long-term and others (COMS, MSFT, BTGC) I consider fundamental to my investing strategy right now. If I had to go for only few...the ISWCX mutual fund is a must IMHO because it spans a crucial sector. And my top 3 Internets are CMGI, VRIO and RNWK. They can swing up and down a lot though. FFTI and AREM are my top European plays. CNQR is the best B2B value. OPAY looks very solid since it is not well-known yet and will be during tax season. NSATF should hold up well, along with LPAC. COMS and MSFT probably lead the big tech stocks. There's a dirty dozen for you, a bit arbitrary but I could live with it. I would expect them to survive a downdraft well moreso than providing spectacular gains. The latter is also a crapshoot depending on the flavor du jour.