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 : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: patron_anejo_por_favor who wrote (94053)	4/14/2001 8:21:59 PM
From: isopatch	Respond to of 436258

Patron. Looks like our asset allocation of %age in the cash stash vs %age positioned is remarkably similar though I'm adding long positions when opportunities look attractive. Been moderately bullish ST, since a week ago Thurs on that 1st big lift day. Went out on a limb then.(g) Made a strong bullish post titled "THIS RALLY IS FOR REAL" on SD. Almost never use all cap titles on posts. Felt then (and IMO the action since has confirmed) this is the 1st Bear Market rally worth trading, this year. And that's the way I'm continuing to work here with just part of my cash reserves till my read of the tape and investor expectations shift again. OSX and the drillers don't interest me that much. Scalped out of a sm pos in PDE. But otherwise, see too many people already positioned and talking positively about that group right now. Mostly playing a variety of sm or mid caps on a case by case basis vs any particular group emphasis. A sm NG E&P, reloaded at lower px on gold AEM, and 2 mixed bag of tech and defense plays: REMC and TTN. Probably fool with a couple of more puppies next week. That is...if I get off my duff and do some DD.(GGG) Man, I luv goofing off on these long weekends! This is very much a selective stock pickers game right now and as you know, it's REAL important to be nimble. In a Bear Market, I'm not ashamed of taking long side profits a little too early.(g) Best Regards and have a good weekend. Isopatch