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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (1423)4/4/1998 12:24:00 PM
From: jbe  Read Replies (1) | Respond to of 2542
 

Paul Senior -- You are right on all counts!

What can I say in my defense? Only that:

1) I am not sure my investing "method" is foolproof;

2) As a would-be "long-term" investor, I am reluctant to abandon a stock simply because the sector it's in is going through a rough spot;

3) I travel (in connection with my work) too much to be able to keep a consistent eye on my investments, and even when I am home I can't spend the time on portfolio-watching one really needs to spend on it.

For all the above reasons, I have been gradually moving my money out of stocks into mutual funds. Let the pros worry about it -- that's what they do for a living.

In the meantime, however, I would still like an evaluation of SCI. Any takers?

Thanks.

jbe