Part list of intermediate portfolio picked up January-February 1999:
JOINA(yesterday) SNC TWX,WCOM, WWCA (this week),CMD (this week), MXTR,MACR,GNSS,POWI,MMCN,BRYO,WCOM, WALL(yesterday),LIPO
CMCSK,LOW,ANF,CBS,CHCS,DRI,TACO,FRNT,SCH (yesterday)
INF(picked up this week),ADLAC (this week), RACN, AZA,CNTO some others I still have holdovers from December 1998. You will note there are not large cap tech stocks among the group except for WCOM but I've held WCOM for the second year in my long term portfolio.
sold this month after holding 3 days to 3 weeks: DELL,OSSI,YUM,CVC,SONE,MFNX,CNDR,GTSG,ITDS,UNFY,IEE,ELNK,BVSN,NTBK,
MYSW,ODP,SDLI,KSWS,AVID,ADRX,MMCN,CTSH,PPDI, |
