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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: sjemmeri who wrote (19073)	5/1/2004 8:44:02 PM
From: sjemmeri	Read Replies (1) \| Respond to of 78476

It won't surprise anyone that both portfolios have taken some abuse recently. We now have 'double' at + 8.9 % and 'safe' at + 1.2 % ytd. The pullback has been bigger in safe but it is more closely tied to the major indices - all of which are negative on the year. siliconinvestor.com siliconinvestor.com steve ps My holdings have gotten abused lately also. I put most of the rest of my cash back to work by adding to SEMI, getting back in ANF, back in RGR, and adding to spec pick BKYI. Sold my VZ.