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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: Mike who wrote (1872)	5/7/2003 1:10:28 PM
From: Sergio H	Read Replies (1) \| Respond to of 23958

Good question Mike. We let the person who added the stock to the folio decide when to drop it, unless we think it is an abandoned position. For the most part, the portfolio is a buy and hold concept although we individually build and trade our positions based on our respective market strategies and interpretations. The current losing positions are still in our folio for a reason. Ken is a big fan of CDIC and he's bullish on their future. CLGY has an NDA scheduled for FDA decision in July. DROOY is our gold play, to balance the folio. CRV is JoeIowa's pick based on fundamentals. GEG and CLTK are freshly in the red. GEG looks likely to fill lower gaps before I make up my mind on holding or dumping.