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To: Brasco One who wrote (276)5/31/2000 12:42:00 PM
From: rrufff  Read Replies (1) | Respond to of 4895
 
OT Hey Donny,

Yeah me too -- I think that to be successful you have to diversify. I diversify in my portfolio but, as for posting, you and I put too much effort into only part of our portfolio. LOL.

The market doesn't know now whether to go up or down. I don't feel comfortable shorting here. There are no easy marks. OTOH, real question is whether any rallies can be sustained due to interest rate questions. I tend to look at the sunny side so my predisposition is to nibble here.

I'm adding to MCOM and HSAC which have both gotten clobbered.

How about you? Will you add back to MWAV? (I actually was looking at it. What's the deal with the real estate? Seems like wrong direction?)

Regards,

RR

PS - What's your take on the guru war? Whose side do you take, if either?

PPS - I've already gotten yelled at here for posting too much so drop me a note on one of the coffee shop threads.