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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: The Perfect Hedge who wrote (28378)5/22/1998 9:14:00 AM
From: Skeeter Bug  Read Replies (2) | Respond to of 132070
 
my kinda thread ;-)

exchange2000.com

if we're in a bubble why are my longs stuck at the bottom of the tub with the scum ;-( i want some dubs, trips, quads and ten baggers just like everyone else... ;-)



To: The Perfect Hedge who wrote (28378)5/22/1998 11:44:00 AM
From: Knighty Tin  Read Replies (3) | Respond to of 132070
 
GD, The seller always knows more than the buyer.

My current put favorites:

Tech: Ciena, MU, GTW, TXN, AMAT, NVLS, Lucent, Tellabs and Microsoft (MSFT is for speculators only).

Airlines: The XAL index.

Financials: Chase, Citicorp, Merrill, Freddie Mac (a new one), Franklin Resources, T. Rowe Price, and, in my income account, I also have long Waddell and Reed/short Franklin Resources and TROW. But that paired trade is a special situation and not everyone's cup of tea. I used to work for W&R and I know they are much smarter investors than those other two firms.

Hotels: Hilton, Host Marriott (another new one. I also have a long Marriott Intl/short Host paired trade in my income account), Starwood (new position for a silly tax scam that I hope has reached the end of its tether).

Dope Dealers: The Pharmaceutical Index (DRG), Warner-Lambert, Pfizer (a new addition. Love the co, but the stock is out to lunch).

Games: Electronic Arts.

That list should take up plenty of time for research. <G>

MB