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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: tekboy who wrote (3430)7/8/2000 10:54:29 AM
From: Uncle Frank  Read Replies (2) | Respond to of 22706
 
If there's such a word as "trifurcated", that may best describe my portfolio...

qcom is flat on its back after being sucker punched by each of the asian powers

while ntap, gmst and csco seem content to drift aimlessly on the tides of the nasdaq, a full third off their peaks

and sebl soars to new heights as if the gravity of the markets didn't exist.

Suddenly I'm a big believer in diversification.

If I'd put all of my money in qqq at the end of last year I'd be ahead 5% ytd.

Wouldn't that have been sweet...

cuf@stockpickersanonymous.com



To: tekboy who wrote (3430)7/8/2000 11:35:23 AM
From: Mike Buckley  Read Replies (1) | Respond to of 22706
 
yeah, especially after Citrus and Qcom...

Interesting that Siebel which is a year-to-date double was conveniently overlooked. The thing I like about this curmudgeon thread is that when I'm down and out, I can position my body for the next blow, knowing that someone is going to be kicking. On other threads I don't see the kick coming quite so easily.

--Mike Buckley


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