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Strategies & Market Trends : 56er's Portfolio Companion -- Ignore unavailable to you. Want to Upgrade?


To: Doug R who wrote (325)11/14/1997 3:57:00 PM
From: Sergio H  Read Replies (2) | Respond to of 492
 
Doug, it's a good question. I agree with you about CADE. The industry is red hot, CADE is solid and it is underpriced right now. Let's
take a good look at each stock this weekend. Linda's suggestion made sense.

Sergio



To: Doug R who wrote (325)11/14/1997 11:05:00 PM
From: John Algermissen  Read Replies (2) | Respond to of 492
 
Traders,

While reviewing the portfolio this weekend let's not forget that in some cases we may just want to reduce our position in a few holdings nad not necessarily sell off all our shares. I don't know of anything that has made the POW's "go bad". My main concern would be that the market tanked and we didn't have any cash to pick up the bargains.

As a wise man once said "Cash is the lifeblood of the patient investor. A gift will come our way. Without cash, we will not be able to accept it. Timing is everything." (Portfolio post #67)

JohnA



To: Doug R who wrote (325)11/15/1997 7:09:00 AM
From: freelyhovering  Read Replies (1) | Respond to of 492
 
Doug and all --Let's include all POW stocks in our assessment this weekend, including some that are not in this portfolio; like HURCO for example. Myron