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


To: Kirk © who wrote (3200)2/6/1999 12:51:00 AM
From: Kirk ©  Read Replies (1) | Respond to of 15132
 
UPDATE: BOWG went up today.... 8) This is play #1. Actually have my reasons to think this is a value play.
quote.yahoo.com

I actually have two Internut plays (once you toss out IBM etc as obvious)...

My "second order, thru the cat door, "internet play" made awhile ago was ABF which also went up today and is up 25% or so from where I got it in early Dec for $30 with some profits I took out of IBM when it went to 5% of my portfolio. IBM is down from where I sold and ABF is up 25%. 8) Too bad I didn't sell MORE HWP when it was above $80....

Get this. p/e on ABF is < 14! Msft used them to deliver some software on a CD ROM to me last month.... chuckle...

Market Lower still next week? Sure feels good to have gone from 97% equities to 80-85% over the last 60 days or so.

Kirk