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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: HandsOn who wrote (12459)	2/6/1999 7:06:00 PM
From: Rick Faurot	Read Replies (1) \| Respond to of 90042

Big fund manager on Wall St Week last night had already sold half his tech stocks a month ago or so and was rotating into other sectors. Liked Hormel a lot. Had an oil company. A retailer called Costco. I think it's a little early for steel. The dumping issue is far from over and companies are getting killed right now. If manufacturing numbers hold up, that will be good for steel, but earnings across the board are looking to take a hit in Q2 IMO.