Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (6799)	11/17/2000 12:43:20 AM
From: Sully-	Respond to of 13572

OOF :-\| Ö¿Ö

To: Boplicity who wrote (6799)	11/17/2000 1:26:51 AM
From: Rhino Ray	Read Replies (1) \| Respond to of 13572

What happened to the portfolio?? Does this mean you are selling everything? When the going gets rough we can't just stop thinking about the market. don't put up the quotes for our stocks in the portfolio. We have to watch it even closer and decide what to do. I've sold have of everything but QCOM and then added 50% to my QCOM. Although I'm getting very tempted to buy some GMST. The only thing is that I continually get the right feeling only the wrong direction. In other words I'm trying to discipline myself that when I want to sell I really should be buying. I believe that most investors are the same. After seeing the market run higher for a while only to miss out on gains, they then jump on to realize that they are at the high and the market is now falling. Then trying to hang on hoping for it to rise back up to a higher level until it keeps falling and they can't take it any more so they sell, only to see the market reverse and head back up only to play the same thing over again. I believe that this thread has been wonderful in helping me prevent from doing this. In fact every weekend I read a couple of notes that I printed in the past from Greg Mullineaux (Signs of a top or a bottom) as well as Stock Hawk's strategy and Uncle Wests strategy. And in the back of my mind I try to remember that when I want to sell I should buy and when I want to buy more maybe I should sell. This is not an ardent rule just something that makes me pause and rethink what I am about to do. Greg, much thanks for everything -- but can't we keep the portfolio up even in down days, and let us know your thoughts about selling some of our portfolio or buying more. I know I for one need it more on down days rather than the up days.

To: Boplicity who wrote (6799)	11/17/2000 1:55:59 AM
From: T L Comiskey	Read Replies (1) \| Respond to of 13572

Greg...here's a post from margin mike along those same lines Tim : dan_oz who wrote (87719) From: marginmike Thursday, Nov 16, 2000 11:14 PM ET Respond to Post # 87721 of 87736 The stock market discounts a recession before it happens. WHich is what is happening now. I believe 2200 is the worst case scenario, but more probable 2500-2600. That aint that far away. I think Q will hold up just fine and I expct when all is done that it becomes a leader into the next bull run. I predict 150 by dec 2001 or about 80-90PE trailing. We could see 60-70's on finall drop before ascent though

To: Boplicity who wrote (6799)	11/17/2000 8:22:34 AM
From: Seldom_Blue	Read Replies (1) \| Respond to of 13572

QCOM in it's five month base should serve as lesson or what to look for before you buy back in. Are you saying it is time to buy Q? I just cashed out of a portion of my Q along with 80% of NTAP and 66% PMCS a week ago. Feeling like I just walked away from a train wreck. How does anyone play the downside? Puts are expensive but the safest way. I do not like shorting the commons. I cannot sit still with no action. Seldom Blue