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

To: patron_anejo_por_favor who wrote (109259)	6/18/2001 9:39:07 PM
From: patron_anejo_por_favor	Respond to of 436258

While we're twisting the knife a bit, I see that Gustafsaclown has been portfolio manager there (of SRFSX) since Feb 1, 1994. Since then, the fund has gone from approximately 18 to 34.79 (w/reinvested dividends) in perhaps the greatest bull market of all-time (followed by a decent, though not horrific bear, at least by SPX standards). That produced a WHOPPING 9.3% annualized return. Whooppeee! Of course, taxes woulda whacked a good portion of that, but who's counting. Here's a list of his top 10 holdings. I'm short 2 of them and very nearly pulled the trigger on 2 others today: biz.yahoo.com

To: patron_anejo_por_favor who wrote (109259)	6/18/2001 9:56:41 PM
From: oldirtybastard	Read Replies (3) \| Respond to of 436258

I am getting very tempted with some of the opticals based on what Shack says about many of his Canuck friends now hating NT and feeling disgusted about it, and the amount of negative talk about them on CNBS. Also, I can't picture any kind of positive catalyst for that sector any time soon, which I am thinking could be bullish (contrarian to myself or something) Already own some underwater JDSU calls, probably will add some more. I've never been as happy to see my calls losing premium as the last week or so -g-