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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Monty Lenard who wrote (23667)	8/8/1998 12:22:00 PM
From: Bonnie Bear	Read Replies (1) \| Respond to of 94695

Hi Monty- you might want to browse the Royce home page roycefunds.com Royce is bearish in his weekly commentary, he thinks the Russell is leading the rest of the market down. Still, his CEFs are extremely low risk in a bear market, he always finds enough preferreds and dividend-yielding securities to recover any downside. SO if you get stuck in a bear downdraft you can wait and collect some dividends to get out without a loss. Even his tech holdings are dividend-paying securities. He doesn't hold REITs or utilities- DNP is great for utilities but it's over NAV here and headed down, FT and FMI are utility stocks and bonds. RFI is best for REITs, it seems historically really cheap here. I sold out my brokerage stocks and just hold this dividend-yield stuff now for a few core holdings.