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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: freeus who wrote (363)	5/9/2001 11:43:28 PM
From: DOUG H	Read Replies (1) \| Respond to of 13815

Talked to a guy from So. Cal Gas today, he's saying publicly we'll not see relief for at least 2 more years. When I pulled him aside in the hall, he revised it to 5. Ca is only allowing gas fired plants and that will constrain any new supply that may come on line. Look for more, "Gee Whiz, we never thought it could get this bad."

To: freeus who wrote (363)	5/10/2001 6:16:53 AM
From: Sig	Read Replies (1) \| Respond to of 13815

Morning Freeus: Thinking of the future, maybe 2 +years, I am planning to handle it as follows: 1. I am 1/2 cash and will probably add to some holdings If the NAs behaves itself. 2. I have 20 stocks and a problem has been to remember why I bought them (haha) Will set up 3 portfolios: One contains those somewhat defensive ones bgt for 6% appreciation or dividends Include stuff like Aer, Aep, Cpn, Gold, Kmi, Mrk Smg, Tct. These are not too volatile so will use close- in stops, and add to those that perform well. So I don't have to monitor all day long. For example, I lost Noc to a stop yesterday and glad to be out. These represent 10 to 20 % of my equities. The second contains stocks that I figure can apppreciate around 15 to 30% in a year and contains stuff like Msft, Dell, Slot, Tx, Sebl. Stops on these are a problem since they get cranked around by analysts so I have to mostly use mental stops. 40% of my stock equity. If these two sets of stocks perform as expected it will provide all the income I need , but contains no Qcom Jdsu, or blowaway stocks to make hefty gains. So there is a third set which presently contains stocks where I would hope to make big gains, things like ally, plcm, symc, and nvr. And profits get re-invested not by selling the stock to buy another, but by using the extra margin created to buy more of the better performers. The thread is most useful for findings those Therefore if there is a Qcom or Jdsu or Dell involved the assets will flow into those. Finding one of those is mostly luck. Cannot recognise one even if its moving up and after it starts moving up it begins to look way over-priced. I owned Dell for three years before the fog lifted and it finally dawned that it might be worth adding to. After it moved up from 20 to 168, I wasn't buying much . And bears were all over the place creating worry and predicting doom. They were two years too early. At 168 it was way underpriced. If one could prove that Jdsu would fly again, what a great world. There are 18,000 stocks or more, so its not important which ones I have, Greg can probably do better with entirely different ones Am just trying to get control over the ones I happen to be dealing with..reduce the workload and worry. Regards Sig OK, so am always looking for B+H stocks but not much of a trader. Most of my trading would involve calls (only a few at the moment) which are sold around the 2X point if they get that far(haha)