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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (5364)6/3/1998 10:20:00 PM
From: Skeeter Bug  Respond to of 42834
 
kirk, i'm bearish on overvalued fluff stocks (the ones i own puts on - mu, amzn, gtw and cmb) and bullish on diamonds in the rough - more rough than diamond right now (swtx, genzl, mwy, asis and trps).

i'm very bearish on the pc market as that is the only rational position to take at this time, imho.

other techs may do well, but i've learned not to bet against the bear axiom of "shoot 'em all and let god sort 'em out."

even though i really like my longs i'm nervous that the bear claws will impact them - even irrationally so.

good luck...