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

To: Carl van Rooyen who wrote (217)	1/27/2000 4:29:00 AM
From: Jorj X Mckie	Respond to of 540

Carl, very good choices. LU is a solid value play now and is getting ready to negate the sell signal. They needed the come-to-jesus quarter to clear things out and start over with a clean slate. If we correct further from here, LU will probably still be a safe haven. VTSS - the semis have scared me as the sector has been more overbought (by P&F standards) than I have seen in any other sector. Today's activity brought the sector into a more reasonable range and VTSS has some really strong support at 45 (a sextuple bottom). It looks to be forming a triangle which would allow for a nice move if it breaks to the upside and a good signal to bail if it is to the downside. Tom

To: Carl van Rooyen who wrote (217)	1/27/2000 6:24:00 PM
From: John Pitera	Respond to of 540

thanks Carl, Our trading portfolio has been performing very well. It's tough to find many stocks that are higher than they were 2 weeks ago, yet we are long CAMP, HLIT, cnxt, and swc and all have risen at least 15% from our purchase price in a down market that has really beaten up on tech. SWC was a great pick by Tom. and tom will notice that sch was repelled by the 200 dma as I thought might be the case and I picked up half the position down near 36 or so. I'm going to make a thread that will report purchases and sales. John