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Strategies & Market Trends : Group Therapy -- Ignore unavailable to you. Want to Upgrade?


To: Wolf 2 who wrote (3035)2/15/2001 11:39:04 AM
From: Duane L. Olson  Respond to of 4564
 
Wolf.. Sounds like you have your port. set for the kind of action we're llikely to experience. I'm finishing my tech selling today, and continuing to boost small cap value stocks. I'd have to buy into your assessment of reality --<gg> somewhere between the extremes, but short of "never"..... Are you buying into the view that there could be one more severe down leg for the Naz.... that's a view I consider plausible, based on two things: chart picture, and the continuing high PE ratios for too many high flyers. I may be fooling myself, thinking I'm going to pick up good names at bigger bargain levels, but the liklihood of this market running away anytime soon doesn't like a high probability bet either...
Since I'm about out of pigs to toss, maybe I'll just load up on value funds and go play golf for six months..... wait, that's mostly what I'm doing now!.... <g>
tso



To: Wolf 2 who wrote (3035)2/15/2001 2:20:55 PM
From: Duane L. Olson  Read Replies (1) | Respond to of 4564
 
Wolf DPMI was one of my old favorites..... I owned it several times -- which might be the "counter -poster child "
example of why a person should own it ONCE...<g>. Do you sort of small a buyout attempt on DPMI?... The company is adopting shareholder rights tricks that hint of some buying interest...
tso