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To: mishedlo who wrote (12427)	4/8/2001 8:41:27 PM
From: Boplicity	Read Replies (1) \| Respond to of 13572

You are right about that. That was after holding stocks like CSCO, ORCL, AOL, DELL, QCOM and host of others till the reach a top and selling them. Since it will be impossible to see the bottom till after it happens, for the less nimble investors out there that have horizon longer then knats ass, I believe now is a good time to edge in slowly but you have to find the sectors that are leading the cycle. I agree with the link from Hank from thsc. Like I said in my first post, let people that in it for the sport of it all, fight it out trying to hit the bottom. Do I think you should do that, NO, you have traditist, you might never be happy as long term investor. My comment is more a reflection of where we are at in the cycle and if you want to go long. That and this, I feel the trades that can be had are happening too quickly, with minimal gains to be not worth the hassle, unless you are day trader. I don't agree with you on a five year sideways market. I believe the market will continue to award certain sectors a premium, for reason I outlined in my post to jw, and we will have clearer visibility sometime near the end of the summer. re: I thought that you yourself said that tax consequences should be ignored in investment decisions. The key word is investment. Even the zeev only trades in his IRA. Be

To: mishedlo who wrote (12427)	4/9/2001 10:28:53 AM
From: Boplicity	Read Replies (2) \| Respond to of 13572

re: Finally how does $cost averages reconcile with your stop loss max at 15% or whatever it is. It's 10%, which is hard to live by given the volatility, I have been giving stocks more then that. The trick to all of this looking for bases and buying once they have completed them. Which I have said time and time again as the best way to buy a stock. There is no point in buying them unless they have worked off the sellers unless you are trading. Looking for stocks that have started the base building process is a good way of finding stocks to buy. It's important to try to understand we are in the cycle, in individual stocks, sector,the whole market and economic wise. Some the keys to watch in trying to understand where we are at in the cycle are M1, M2, M3, inventory levels, housing and manufacturing, unemployment is lagging in my mind, and how banks are lending. Using SI as an indicator for things to look for near bottoms. I'm getting more and more fighting out of the shorts on SI, they are in the defend mode, much like the bulls were for a long time. The Bullish voice is lonely one now. I like it. I also know that bullish side of the coin is so much heaver, that once it's flipped, it will be hard to flip it back. Be looking far and wide, tech is not the only thing to see.