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To: Lee Lichterman III who wrote (1035)2/18/1999 7:10:00 PM
From: Sun Tzu  Read Replies (1) | Respond to of 1316
 
OT -- Thanks, I've book marked the thread. See you there. BTW, the main reason there are stocks mentioned in AoI thread is because I believe in spread trading. More often than not I am long the portfolio that I like and short the portfolio that I don't. Unless it is a special case, I take pains to avoid over concentration by sector or market capitalization in the two portfolios.

ST