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Strategies & Market Trends : The New Millenium Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: HG who wrote (140)1/19/2000 12:03:00 AM
From: John Pitera  Read Replies (1) | Respond to of 540
 
we have a few retailers with HD, WMT, BBY

JCP, and S are candidates for the value/contrarian portion of the portfolio.

In the financial area, we have c, mwd, mer I believe

who could we look to add?

FTU and ONE would be contrarian potentials

contrarian and value stocks I really like to buy low. before they have bounced.

we may see some of that this winter. -g-