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Strategies & Market Trends : Picks of the quarter -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (4856)	1/23/2008 7:42:00 AM
From: Taro	Read Replies (1) \| Respond to of 20435

...and we are both planning on winning this round, right? Taro

To: Elroy who wrote (4856)	1/23/2008 3:32:10 PM
From: Taro	Respond to of 20435

Could you please modify my pick while still time? ATHR - 25% ERIC - 25% VIP - 50% All long - of course. That should wip it up a little ;) Taro

To: Elroy who wrote (4856)	1/27/2008 10:21:39 AM
From: SI Bob	Read Replies (1) \| Respond to of 20435

Waiting for a pullback on [t]OVTI[/t]? In my trading account, I lightened up on it dramatically, but with some really nice gains (thank you for bringing it to my attention). I kept some just in case a pullback doesn't happen. I'm not the kind of trader that ends every day with cash. In fact, I end most days having done zero trades but with all my cash deployed or using margin. I don't think of myself as a day-trader by a long shot. A position trader whose timeframes in the trading account go from a couple of days ([t]ELN[/t]) to a few months ([t]ADCT[/t]) to "whenever" ([t]ACAS[/t], [t]WPL[/t]). But Friday morning I completely got rid of some (even faves like ACAS) and really lightened up on all but one of the rest. Kept a big chunk of [t]FMT[/t]. This is just my trading account. No changes in my long-term account in ages except late last week I covered [t]GOOG[/t] and sold all but one Jun650 put and continue to occasionally move "spare" (from trading profits) shares of ACAS and ELN to it. I expect plenty of volatility for the first half of the year, and think I'll be able to go bargain-shopping again pre-Fed and perhaps after. I'm a bit skeptical they'll do the expected 50bp cut so soon after an emergency 75. As far as the contest goes, I'll probably do the usual thing of just letting 'em ride. Which I should've done last time. Bet I'd have come out a lot better if I'd let the GOOG short ride as long as I did in reality.