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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (26687)	12/28/2001 6:07:59 PM
From: isopatch	Respond to of 52237

Paul. Cut NTAP loose a wk ago about flat to help fund my heavy buying program in the energy sector. Same with PMs. But took a lot of very nice profits there. Have kept only long a few moderate size positions there as portfolio terror insurance. Maybe EPEX will get back to $4.75. Dunno. My entry was nothing great @ $4.60 Best entry was HOFF @ 6.27, Monday. Closed on the hi today at $7.75. NSS strong the past 2 days. Up 8% today. This is the heaviest portfolio weight I've run in the energy sector since Summer 2000. In other words....huge. This cold weather sticks around for most of Jan and will more than make up for missing my huge run in INVN<G> Iso