AI
Tuesday, October 08, 2002 11:01:50 PM
Hi Kevin,
Yes, I did have a discussion with Vesselin on this. He is much more bearish on the long term future then I but he does make some good points. I would most likely trade the fund though. Last September I had lots of RYVNX that I averaged in from $42. After 9/11, I started selling it and going long <vbg>. My plan here would be to average into the long fund, not a huge position, maybe just 10%. BTW, that RYVNX is now well above my last September sells LOL. Could have made money holding that one till now.....with much PAIN in between.
Fletch
>
Yes, I did have a discussion with Vesselin on this. He is much more bearish on the long term future then I but he does make some good points. I would most likely trade the fund though. Last September I had lots of RYVNX that I averaged in from $42. After 9/11, I started selling it and going long <vbg>. My plan here would be to average into the long fund, not a huge position, maybe just 10%. BTW, that RYVNX is now well above my last September sells LOL. Could have made money holding that one till now.....with much PAIN in between.
Fletch
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