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Pastimes : John Dessauer's Investors World -- Ignore unavailable to you. Want to Upgrade?

To: Tealby Abbey who wrote (1424)	7/16/1998 12:28:00 PM
From: BearfromBerkeley	Read Replies (2) \| Respond to of 2346

It may depend on how long you have been a subscriber. JD "touted" CWP last fall. I bought on 10/27. CWP also owns a chunk of HKT. One thing I have noted about JD for my future use is to follow his weekly hot line (which I wish he would put on the internet as the phone bills add up). That combined with his top 10 lists. I would really stress diversity. Even with the debacles of CD and CPPKY and subpar performance of HLT, HET, etc. I am even with the S&P 500 so far this year. If you were to buy his top 10 lists in roughly equal dollar amounts you would probably do fine over time. Trying to cherry pick them would be difficult. My next challenge is to figure out a way to determine when I should lighten up on a position and move the money. I have a fixed amount to invest so in order to buy something new I have to sell something. I tend to stay fully invested in that portion of my portfolio that is in equities. That might change if we do a quick leap to DJIA 10,000, but my general view is that the bull is not dead, just going to be slower over the next few years. Mannesman is a very large German company. Several recent magazine articles ( I include Barrons as a mag) have reviewed Europe and the general opinion is that Europe has more short term potential than the USA. In Europe Germany is considered to have better potential than the rest of Europe....therefore a German company might be a good place to be. JD has been good at picking companies in Europe so this might be a reasonable buy.