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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: freeus who wrote (21405)	6/4/2000 1:11:00 AM
From: IngotWeTrust	Read Replies (2) \| Respond to of 35685

Just getting ready to leave the porch and retire for the evening, Freeus, when I spotted your post-it note. RE: How many stocks do I own? Usually I shy away from those type questions, so please see your email for your confidential answer. Many people have me bookmarked, and like to track what I own. I don't put my "A" list out in any one place anymore. Harrassing email/PM takes entirely too much of my time whenever I have. I hope you understand. RE: How many do I follow? I have 11 additional ones on my radar screen, but only follow pretty closely 4 of those. WRT: your experiential sharing statement regarding the need to: "watch charts for options as much as you watch charts for stocks..." ...I was wondering when/if you'd bring that up. Yes, short term options and LT options, but more critically time decaying ST options need to be charted just like stocks need to be charted. Instead of "support" and "resistance" bands, the terminology changes somewhat but the principles are the same. Glad to see you have no sacred cows when it comes to critical eye over your portfolio brood of hatchlings. I don't own Oracle, but was rather surprised to see it on your axe list. Would you share why? I have no foundation for a dissenting opinion, I just am curious and thought I might learn something from you. Yes, I'm confident in the Q...and looking to add more to my core holdings all thru the pre-run into July earnings, frankly. FWISA, The Q chart is not badly broken, remember<g> just dented in a very timely manner? We are just down to price levels where we were last fall before all the insanity hit and that $159 single day rally took us ALL by surprise. I just have to ask myself what has negatively changed in the Q story since it was last @$60, ($240 pre split)...and frankly, other than profit-taking by the fat cats who slosh money from one hot idea to another, I don't see any detrimental change fundamentally. Technically, the LT chart held above Support 2 zone. What a dreamy opportunity to add to existing shares, which I've been doing. Not many chances to buy quality companies below a 200 day moving average on such FUD campaign as waged by Lehman's back room spin artists, borrowed from the Clinton-Whitehouse War Room<g> If I see something change wrt Q, I'll do my best to holler so you can hear me. Otherwise, I'm just doing my thang and smiling between banks. RE: How many hours a day do I devote to my portfolio work? Frankly depends upon the day and the weather. As far as solid portfolio work and follow-up...I try to keep it, total, to under 90 minutes. The chart work is the easy part...wading through the negative BS and keeping an eye on fundy news so that I can annotate my Longer Term Charts is the time consuming part. I don't know if those 3 answers, one option commentary, a touch of politics, and a question back atcha, are illuminating or not, but that's all I can think of to say. Today's been a good day, and I'm turning in. Porch with you later! O/49r