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To: Trumptown who wrote (283426)4/7/2004 4:45:17 PM
From: Michael Watkins  Respond to of 436258
 
Well i left you first LOL

Today I added IT exposure in Canada and US markets. I'm feeling ok on US side; RIM is a big component of the S&P Canadian IT index (25% weight) so not sure how my day will go - RIM seems sure to sell off initially.

EDIT - finally started trading, down 4+%.

I re-entered an overweight position on QQQ today near the close. YHOO will probably balance things out and protect me. Ironic.

Hero or bum tomorrow, only time will tell.

Still holding gold and energy though...