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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (2888)	1/19/1999 8:16:00 PM
From: MrGreenJeans	Read Replies (1) \| Respond to of 15132

Justa, Put-Call Ratio So what is your equity, bond/cash ratio if I may ask? I am still at 70%-30% at these rather lofty levels relative to the price earnings ratio of the S and P 500.

To: Justa Werkenstiff who wrote (2888)	1/20/1999 4:13:00 PM
From: Math Junkie	Read Replies (2) \| Respond to of 15132

I took some money off the table from my Teradyne holdings today. It's not that I necessarily believe the party is over, and it's not because it set a new all-time high today, but it had just gotten to be too big a fraction of my portfolio. So I sold the shares which I have held long enough to receive long-term capital gains treatment on. Although I am still overweight in the stock, I am content to leave it long enough to complete the one year holding period, on the assumption (gamble?) that when the semiconductor equipment recovery finally gets going strongly (whenever that is), the stock price will be at least as high as it is now.