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Strategies & Market Trends : January Effect Investing 1999 -- Ignore unavailable to you. Want to Upgrade?

To: Q. who wrote (6)	12/29/1998 8:05:00 AM
From: Dale Baker	Respond to of 38

Once we are past the small cap in and out phase, I plan to watch the new AMEX Spiders more closely. There are now sector spiders which cover various parts of the S&P 500 just like the SPY and MDY cover their indexes. The Technology sector in particular will make a good short in a down market - it's more than 50% MSFT, DELL, CSCO, LU, etc. There are nine new Spiders with symbols beginning XL and then a random third letter. I can dig up the list if you like. My microcap holdings are either companies I know from the past or in the case of ERGO, I learned about when their latest bad news hit. As for the funds, my only holdings over $10K are BRKB (a fund in itself more or less) and WCOM. Have to spread the rest of my limited wealth around to cover all the angles I like to play.