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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ken W who wrote (28386)	3/31/2002 3:02:56 PM
From: Sergio H	Read Replies (1) \| Respond to of 29382

Hi Ken. Hope you enjoyed the holiday. Since we both agree on MRK, we should sell everything that's not tied down and buy as much MRK as possible!!! I'll add it to the portfolio thread @ Monday's opening because this is a momentous occassion. Gold mining stocks and gold itself have been perfoming well, but until there's a hint of inflation, it's a trader's rally...which you've got covered. Oil sector, as we discussed last week is also likely to continue rallying. Defense stocks, particularly small cap plays like old favorites AH and DRS are also in play. Sergio

To: Ken W who wrote (28386)	3/31/2002 10:47:31 PM
From: in_cog_nito	Read Replies (1) \| Respond to of 29382

Ken: Been busy with work and play....How has it been going? What are the current crop of short/Med term plays that are looking good? ORCL went back to $13 ( and then some ), as you said it would. So, what's the next step? Going lower? Higher? Time Horizen for major more? You know, the usual stuff......at what parcise moment should I trade a stock? LOL, That's all I ask? : ) Should I lock in my gain? bought in the upper 10's and lower 11's a few months back. Good time to through some fresh $$$$'s at the stock? I have not followed the stock much, recently. I know the major News stuff, and about all. Any New look good? How does Nextel look? Thanks, Later... IN