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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Uncle Frank who wrote (47499)10/4/2001 4:46:14 PM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 54805
 
Sold RMBS and ORCL today. ORCL was a valuation call - a pretty conservative one though, i.e. I am not claiming it's overvalued. I am claiming that conservatively, the future returns look unimpressive.

RMBS was just a gamble sell. I bought it as a gamble and sold it as such. I may re-enter the poker table when I am drunk again.

Jurgis - MSFT may be next