Saturday, August 03, 2002 5:51:54 PM
Zeev,
I'm nearly 100% long and waiting market lift off. I'm now considering buying ORB back again. I sold it a little early at around 7.50 and it was just trashed for credit ratings after good earnings. This tumble has killed a lot of small caps, so I'm leery on it though.
Most of the core stocks were bought a little too early with OB's and luckily I dumped all the gold plays long ago. I'm now holding AGM, POOL, SFD, SKX, MAXF, CAH, and MRK. Also, some not of the core longs include VTSS, SNDK, AAPL, GENZ, TARO, TTIL, VECO, and FSTW. Long SSFT, GNSS, ARMHY and ESST as well.
I agree with you that we are near a major market bottom and it's just that my patients is wearing a little thin is all.
Fletch
I'm nearly 100% long and waiting market lift off. I'm now considering buying ORB back again. I sold it a little early at around 7.50 and it was just trashed for credit ratings after good earnings. This tumble has killed a lot of small caps, so I'm leery on it though.
Most of the core stocks were bought a little too early with OB's and luckily I dumped all the gold plays long ago. I'm now holding AGM, POOL, SFD, SKX, MAXF, CAH, and MRK. Also, some not of the core longs include VTSS, SNDK, AAPL, GENZ, TARO, TTIL, VECO, and FSTW. Long SSFT, GNSS, ARMHY and ESST as well.
I agree with you that we are near a major market bottom and it's just that my patients is wearing a little thin is all.
Fletch
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