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


To: Jonathan P. Myers who wrote (31959)8/31/1998 7:04:00 PM
From: Knighty Tin  Read Replies (2) | Respond to of 132070
 
Jon, I'm in the same boat on that part of my portfolio. I am holding on. But I only have a 10 pct. total exposure to long stocks, so my position may not be the same as yours. If you have long puts and lots of cash, then ride out the drop in the good bio and metals cos. If not, better take some tax losses and raise some cash. But biotech, precious metals, where I like platinum best and gold second best, oil producers and service cos. and foreign CEFs are still the only areas of any long term value in this bubble market. MB