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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: mtnlady who wrote (34098)10/30/2000 10:47:05 PM
From: Bretsky  Respond to of 54805
 
FWIW, I think you have a good plan. I am a pure long so much of my folio has been in the dumpers lately, but it'll be back.

Two moves I'm considering is adding to my SEBL and NTAP, but with the PE and all that, I'm wavering where I should add at. Honestly, every time SEBL hits the mid 90's it seems to bounce back quite quickly. Still overvalued PE wise, but both SEBL and NTAP seem to be clicking on all cylinders so who the hell knows how richly they should be valued.

Best of luck in all your decisions,
Bretsky



To: mtnlady who wrote (34098)11/1/2000 2:37:21 PM
From: lightwave51  Read Replies (3) | Respond to of 54805
 
Actually I'm almost all cash right now. Nothing to do with the companies I track - I just didn't like the look of the market. Figured I could get everything cheaper by waiting (so far I'm correct - unfortunately).

It sounds like you have been reading "The Coming Financial Collapse Of 2001" thread, or are you just a good at market timing? <gg>