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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?


To: Sonki who wrote (18019)4/17/1998 5:39:00 PM
From: Nancy  Read Replies (1) | Respond to of 50167
 
sonki,

the lly stragegy sounds good - it is the weakling of the drug group and you can certainly do the call selling w/o too much difficulty in timing.

pfe, too popular, you have to watch it almost every day to time your call right - and we dont want to lose our low cost shares - i quit selling pfe call since it hit 70's, after i had to buy back once w/ loss and only to see it drop again - too unpredictable to time and i sure dont want to lose my low cost shares.

cd - what a big joke. i almost consider it when it was at mid 30's, whew ! thanks to the top exec resigned couple weeks ago, i thought it is a short then a la oxhp - just dont know how long it will take. shoulda do it. if is among many big funds top 5 holdings, can you believe ?
fido, pbhg, alliance capital, janus, putnam, you name it.

ironically, many fund managers rec it as a safe internet commerce play ! (cuc has a membership club operate on net)

i wouldn't touch anything the top exec resign - oxhp ceo resigned one week after it reported blow out earnings last year 3rd qtr. and it blew up in 4th qtr. any time top management suddenly leave is ultra suspicious. (it is not like the exec went to another high profile company that kind, but just resign and no further news)