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To: Sig who wrote (10106)12/11/2002 9:58:22 AM
From: stockman_scott  Respond to of 13815
 
Comments on the Oct low on the Naz...

Message 18320252



To: Sig who wrote (10106)12/11/2002 2:07:55 PM
From: Lizzie Tudor  Respond to of 13815
 
actually, I kindof like Janus's choices here... they are a concentrated fund trying to go for high flyers that are a little out of favor... this is the kind of portfolio that really outperforms in bull mkts but gets killed in bears. Its all about overall mkt sentiment for them I'd say.

Personally, I wouldn't have chosen their picks, but I can see where GS for example is a decent bet right now if you believe in the firm and anticipate a recovery.