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To: H James Morris who wrote (117085)2/7/2001 10:58:38 AM
From: 16yearcycle  Read Replies (2) | Respond to of 164684
 
HJ, I put about 10% of what I had in hmo's, and other health care issues, in Dec 1999. I put another 10% in utilities and another 10% in LMT. I sold them all out of boredom in March 2000, up a little, figuring I would just hold gorilla techs through a substantial correction.

I'll look, but it's gonna hurt. More, I mean.

The best play still seems to be shorting anything with a pe over 100. The higher the better. Anyone have a list?



To: H James Morris who wrote (117085)2/7/2001 10:18:36 PM
From: Victor Lazlo  Respond to of 164684
 
>>HMO's

HJ look at APS healthcare upcoming IPO- looks like an opp to me; these hmo's are on trampolines these days!

If I can get another co like acap (now trading at book value as we speak), I will put on surgical scrubs and lunge at it with pursed lips....

then again if this mkt keeps going in jagged edges like this, I may need APS's services !! LOL !
Victor


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