To: Larry S. who wrote (22990 ) 4/11/2000 6:14:00 AM From: Ron McKinnon Read Replies (2) | Respond to of 53068
Larry, you will get no kick from me except it depends on why, when, how, for how long let me explain once again how I operate #3 Account: good stuff, real companies few trades, some held for years CMGI CSCO INTC MSFT QCOM SUNW C FBF FNM GE JPM MRK PFE WLA HD WMT others some "residuals" from #2 get shifted to here get the drift? #2 Account position, swing trades leg in, leg out play the moves FNV-16.25 avg CMGI 92.50+84.875 CMRC 119.625 GUMM 11.75 ICGE 64 ISLD 35.25 MSTR 57.75 RCL 26.125 YHOO 143.75 a few other bits and pieces #1 1 minute specials; trade, trade, trade yesterday had CIEN short (it hurt me Friday) at 129.75 traded it short 3 more times and long twice it closed down 19.50 had QXLC short from 103, covered at 41.375, had EPAY short at 46.875, added at 54, closed at 50.25 shorted CYTO at 9.625, covered at 8 7/16 shorted LQID at 21.50, covered at 16.50 RMBS, shorted at 252.50, 269, 282.875; covered at 264 had WGRD short from 89 and 82.50; covered at 77 I agree with you on the sea change shift from the mo-mo's but for trading who cares? for trades what matters is volitility up or down, don't matter the nets, bios, B2B's etc are the ones that are moving fast and furious 10-50% or more over hours or days those are for trades not for holds for trades get the drift? the good stuff real companies rational balance sheets and P/E's those are for position or long term holds it is not easy to post here exactly what any of us are doing at a moment in time nor to give a true perspective of our various portfolios like I said no butt kicks from here on your picks as long as they are bought for the right reason keep on posting you ideas are the bext