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To: Ms. X who wrote (2173)4/2/1998 10:49:00 AM
From: Al Serrao  Read Replies (2) | Respond to of 34811
 
Jan , another question for Tom. Since we are living in the world of the big cap and since the small caps continue to remain small caps, we must fish in the pond where the big caps swim. It seems to me, it is more important to find the big cap that at least pays you a dividend while you wait. Does D&W target such companies for recommendation? Is there a list of such companies, your firm believes are attractive? Just look at what the Utilities and in particular the phones have done in 12-18 months. 40% plus dividends is not a bad way to go without the glitters of the techs. So who needs glamor?



To: Ms. X who wrote (2173)4/2/1998 7:24:00 PM
From: lobster  Respond to of 34811
 
Jan,

At the institute, Tom had a good idea about the semi's. He said that one might choose to play index options vs. trying to pick the individual stocks.

Later,

Lobster

P.S. check your e-mail