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To: Triffin who wrote (50244)12/31/2003 10:34:36 AM
From: Ron McKinnon  Respond to of 53068
 
in the FWIW department

although I have covered a lot I still have sizable positions in steel stocks
which are coming in nicely
X WPSC SCHN

I'm now starting first shorts in UNP



To: Triffin who wrote (50244)12/31/2003 12:10:46 PM
From: Larry S.  Read Replies (2) | Respond to of 53068
 
Well, Skippy used to think that CMGI at 150 and Corning at 100 were cheap. Having spent the past few years surviving by picking cans and bottles from the trash and collecting the nickle deposits, he has reformed to only moderately aggressive. Last year, Skippy came in 2nd or 3rd in the stock picking contest, i think. Actually won if you don't count Texans. larry


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