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To: David Weis who wrote (9942)11/25/2002 2:08:30 PM
From: Sig  Read Replies (2) | Respond to of 13815
 
<<Sig --- I'm having a tough time buying anything. I have cash on the side, but just do not have any "conviction" about any particular company or industry. I'm tempted to take a nibble in the managed healthcare group with all the down action this morning.>>>
Off the cuff I would say........................................
You haven't missed a thing
I'm busy but not gaining -and ending up with less invested and more cash.
Other diversified friends who bought back in last 2 months about the same,zero gains but they are getting dividends
Still a risky business, churners and analyst comments took down the builders Len, Hov, etc, and the defence Noc, Lmt, etc I had to sell those fast to avoid losses
Half the boats that recently got up steam and looked solid left the dock and got sunk before reaching the horizon.
But if you insist, I see three , maybe 4 stocks, look good LT. Thats Dell, Intc( still in command), Tsco, and Csco Sig