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

To: Apollo who wrote (35556)	11/28/2000 3:23:34 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> comments? It's best not to look right now. If you have no margin or options, it really doesn't matter anyway. uf@ostrich.com

To: Apollo who wrote (35556)	11/28/2000 3:33:51 PM
From: areokat	Read Replies (1) \| Respond to of 54805

My guess is that this is worse, Might be. My guess is that the funds might be selling in a panic. They've been known to do that. BB remark about the high level of MF cash reserves would support that in that the level could go even higher.Independent thinking is not characteristic of mutual fund at the extremes of a market move. And I wouldn't be surprised to see a stampede back into stocks when the election uncertainty clears up. JMHO Kat

To: Apollo who wrote (35556)	11/28/2000 3:41:45 PM
From: Bretsky	Respond to of 54805

Apollo, All of the stocks you mentioned seem like buys to me now; I just think there are a lot of people out here too scared to start buying.

To: Apollo who wrote (35556)	11/28/2000 6:27:41 PM
From: John F Beule	Respond to of 54805

Re: musings; I see the SOX index is back to where we started last December. It happens to mirror the NasDaq...so, I'm looking at it as buying opp, but I don't think we'll see the highs we just saw 2 short months ago, again for 6 months. A few things could change that for the good; Presidency finalized; lower interest rates; gas prices going down (as seen today) Or for the bad; lawyers getting rich over flaggelating president wannabes (sorry, that was over the top :)); dollar getting weak; hedge funds going under. Being an optimist, I'm gunning for some thing in the middle, one thing I do hope is that (when the market recovers) it doesn't do it all in one week...as nice as that would be, it would negate any sustained rally that we have coming to us. Now, on to my portfolio (and I give credit to this thread, the stock-specific threads, and my DD: Cash (thank God) 27% BWSI 13% cost@$13 NTAP 17% cost@58 SNDK 22% cost@55 WIND 10% cost@25 RNWK 10% cost@32 Luckily, I took 31% of my then-portfolio in March off the table (for a home improvement project). And with the remaining cash from that, have taken additional positions in NTAP and SNDK, unfortunately the prices I got were on the way down. Biggest mistake: Not selling all my RNWK. Also, I have a hatred of giving 30%to the gov'nt on a short term gain, so I hold for the long term....this has hurt BIGTIME....witness: NTAP. I have to resolve that I can buy these shares back again if I sell. Advice needed: I have a pretty good gain in WIND, I was thinking of selling (all long term gains), to reinforce my NTAP, and either add to SNDK, or take a new position in GMST. I like what WIND is doing, but am concerned over the amount of acquisitions, and the large portfolio of internet related companies in their venture arm. I am favoring holding on, and waiting out the storm...but, I'm all ears.....now, back to lurking. Best, John F Beule