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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: nokomis who wrote (97394)	5/12/2000 1:09:00 PM
From: Jenna	Respond to of 120523

CMOS..lightened up on that one yesterday but had enough left to enjoy the gap up play (expected) and the following moving turning the gap up into a runaway gap. I have lightened up some more and now holding only 200 CMOS. Moved a little profit out of FLEX at 55 when it seemed to consolidate. Most importantly the plays held overnight gapped up and the two days of profits are enough to lighten up larger positions. CREE, one of my best plays unfortunately had the smallest position but here again enough to enjoy the two days of gain including today's gap up and consequent runaway gap to the upside. The question is not how many more stocks will we add and 'picks' all seem fine but WHETHER we hold over this weekend fraught with questioning and a still unstable market. I most likely hold about 15% of my trading portfolio in equities (there is really no investment portfolio yet as they won't be transferred until a week or two later if at all).. which is rather a lot for me. It is however diversified and contains only from the plays called in the last few days and no 'one day wonders' or junk. So I will be be really 85% in cash into the weekend. That however is NOT the entire picture. There is a 'third' account which is being built up with some techs, other sector stocks that is sort of a 'guinea pig' account. Because my husband is the proverbial "longer term holder" we used his account. Also because he won't need the money for 10 years it was decided to revaluate it in about 6 mths (with pretty loose stops) and compare it with the account which I wrestled from him with a 25% loss of profits. Was it a good idea to sell at a 25% loss instead of a 50-75% loss? Yes.. Would it have been better to sell on trailing stops.. at perhaps only 8% loss, Yes but not for an 'investor mentality'.. So it had to be that way. This third area is perhaps the best for the 'long term holder'. To completely be oblivious to market 'crashes' because you have a long term portfolio is ridiculous. The charts are there for everyone to see, the nasdaq was crashing and unless you were a vampire and lived inside a coffin during the day, you should have taken heed and closed positions.

To: nokomis who wrote (97394)	5/12/2000 1:10:00 PM
From: kinetic	Respond to of 120523

Watch the ticker Nokomis! -- CTRX is Celtrix Pharmaceuticals (which incidentally is up today too) Citrix -- CTXS I bought a few days back and was stopped out when the market was tanking. Sad today but lots of other good news.

To: nokomis who wrote (97394)	5/12/2000 1:14:00 PM
From: nokomis	Read Replies (1) \| Respond to of 120523

CORRECTION! Symbol for Citrix is CTXS (not as previously posted - sorry!) Staying long....slowly replacing PRSF as one of my favourite trades...