I dumped many holdings in late January preluding my Florida trip......Also felt the market was well overbought and their was not much upside from DOW 10500 and Naz 2100.......Was not in THC from $16 anyway......I certainly did not play ALL (nor THC) my picks for 2004, as I did NOT from 2003 (which all finished green) either......May look to re-enter THC under $10 soon though.......
Might come out with a MONK-type "Mutual Fund" of 8 or 10 (from $6 to $16) stocks in April or May, which have plenty cash and NO debt.......With the premise, that this "stable of stocks" will be around for years to come, with little risk (no debt) for 2 to 5 years and very little downside........_
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