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


To: Bob Rudd who wrote (22240)10/12/2005 1:08:50 PM
From: hoyasaxa  Read Replies (1) | Respond to of 78740
 
FLE & WGO- Bought both of these over the last month or so. Made a bunch of money on paper and now deep in the red. Considering doubling down or bailing out and concerned that overall market looks dicey. Any thoughts?



To: Bob Rudd who wrote (22240)11/13/2005 5:53:30 PM
From: Bob Rudd  Read Replies (1) | Respond to of 78740
 
On Thursday I added to CSCO @17.24 & started INTC @25.10 without great enthusiasm for either[usually a good omen]...Barrons cover story this week discusses how a boost in corporate spending might put some wind in the sales of each as well as MSFT, which I have accumulated a substantial position in anticipating a boost from new product cycles. I don't expect moonshots from any of these...just hope I don't get 'mooned' by them, but I do expect that collectively they will outperform cash & and market modestly.