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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (15838)11/19/2002 11:58:01 PM
From: Steve168  Respond to of 78673
 
Paul, good to know you also have ALVR. I completely agree with you that we should diversity with those "uncertainties". That's the tough part of this value style, uncertainty is the reason it trades below cash.

I unloaded some small tech stocks (TIBX, SEBL) and added some short lately, very diversified small short positions in NXTP, DAL, CSCO, KSS, GE.