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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Stock Farmer who wrote (61453)	9/27/2002 10:43:35 AM
From: RetiredNow	Read Replies (2) \| Respond to of 77400

Hi all, bad news: ECRI's Weakly Leading Index falles to -.1%. A reading below 4% means that the economy is vulnerable. A reading consistently below 0% means there is significant risk of a recession. Looks like double dip is becoming more likely. businesscycle.com BTW, Tom D and others who may be interested in what I'm doing to get a little more defensive. I just shifted 5% of my portfolio from REITs to a convertible securities mutual fund, CCVIX (http://biz.yahoo.com/p/mv/c/ccvix.html). My thinking is that REITs have had a good run, so it's not bad to take some off the table. I'm hoping the convertible securities fund will give me the upside potential of stocks if the economy starts to rebound, but gives me some bond characteristics to protect me to the downside. Any thoughts or comments will be appreciated. I'm curious what others think of this strategy. Good luck all!