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To: Frank Ellis Morris who wrote (13099)11/12/1997 1:32:00 PM
From: Sonki  Read Replies (1) | Respond to of 27012
 
frank, and all if u have the time look thru novartis thread for a new
buy. this stock (nvtsy) is about to get listed on a major exchange.

very huge drug stock, moves up very slowly. (unknow) but lots
of funds are collecting it. read Tom's msg as he has done
lots of research.

click on my name and follow to that thread. it's difficult to find
otherwise.
good luck.



To: Frank Ellis Morris who wrote (13099)11/12/1997 6:20:00 PM
From: Brian Malloy  Read Replies (1) | Respond to of 27012
 
Hello Frank,

Things are going well for me. I made a little foray into CSCO last week but other than that I am just sitting on the sidelines and watching. My stocks I hold and will continue to do so; long term buy and hold. Even if we really have a major sell off I do not care. I do have a larger percentage of my portfolio in cash as I closed out most of my option positions. I still maintain my Y2K leaps.

Once things stabilize I will be back in. Boeing is high on my watch list closely followed by AMAT CYMI and COMPAQ. However, in the mean time I think we are still headed lower. Unfortunately, I still think we will see Brazil devalue its currency in the next four to six months. Asia by no means is out of the woods yet either.

Not to be a goom and doomer, but (with respect to S. America and Asia) when bankers and governments must say on a daily basis that they are standing firm behind their currency and credit ratings then that tells me they are worried that their citizens may be feeling queasy (panic is probably too strong a word to use right now). Market fundamentals be they good or bad is one thing, but crowd/market psychology has a way of feeding upon itself and when it goes you better get out of the way or the train will run you over.

Regards,
Brian