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To: Mao II who wrote (2996)2/12/1999 10:58:00 AM
From: Dale BakerRespond to of 118717
 
I have an order for CPU at 11 1/2, a firm bottom for the stock lately. My XLY includes WMT, GPS and HD among others. FLYR is a travel retailer moreso than an Internut.

In general, our current overheated economy is pouring bucks into shopping malls instead of gas stations. Just trying to go with the flow.

For more specific picks, I'm not much help. I have under-followed and under-weighted retailers the past two years. I would seriously consider CC and BBY if I had a bigger portfolio. I liked the PETM store I visited, too, but their numbers aren't as compelling.
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MCI Worldcom Inc. (WCOM) 81 1/2 +1 1/16: Deutsche Bank Securities reiterates "buy" rating on telecommunications company with a 12-month price target of $95.....