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

To: marc ultra who wrote (3146)	2/2/1999 9:37:00 AM
From: J. M. Blackburn	Respond to of 15132

marc I feel the same way but I do sleep a lot better. A while back when Justa mentioned that he was a walking tech sector or words to that effect, I woke up and looked real close at my allocation. Within a few days I sold AMAT TER NVLS and KLAC. All of which at least doubled from my buy last summer. I still own BRKS SFAM SVGI and a few other small guys which I will hold for now. I think all these companies are fine but man what a run up, can these prices be sustained? I would love to buy back the 4 I sold at lower levels but I will not chase them. Well maybe I won't, ha.