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 Strategies & Market Trends : Options ! What Did You Do Today And Why???

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To: Kevin who wrote (596)6/25/1996 7:16:00 PM
From: Michael Hillman of 1777
 
K and IDID ....
Careful Kevin ..Comparator's shareholders lurk ..everywhere (there are so many ) ...

Actually there's very little we don't agree on ..that's why often I will take the other side ,,,,or we would be like 2 old men in our rockers ..just nodding our heads ..going yup ..yup ...for sure ..you don't want that ( not at least until you are married for awhile ) ..
If I was down to my last 100 bucks ...and could only buy a semi stock ...I would buy INTC ..but if I was down to my last 1000 I would buy INTC and sell puts on MU .....actually I would probably sell the puts in the first case scenario too .
But these are still both semis ....in 6 months can you see INTC at 90 ..or 100 .....about a 20% increase ..ballpark..??

and if MU is actually doing something to reverse their fortunes and succeed while the sector rises as well ...can you NOT see them at 35 ...well over 20 % ...return vs risk ...

There's another point I want to make here ..and it pertains to ALL tech's ..their analysis ..and our work to figure them out .It is also meant for JUDY ..actually in particularly for Judy ..and I will emphasize it in private .

We all do our best to research and evaluate ...we look at PE's ..and charts ..and management and history ..etc..the basis for true value base investing ..

BUT ..these relate much less in our sector and cap's ..than in the blue chippers....much much less .Read a chart for Exxon ...Coke ..Pepsi ..Ford ...GM ..you have a good idea where they are going ..thye are huge and old and solid . Read a chart of MSFT and NSCP ....and NINE ..and LTXX..you have a good INDICATION of where they MIGHT go ..IF everything remains the same ..all you really eliminate is the wild riders ..the high peakers ...you pays your money and takes your chances .....

For someone to take credit for NINE major popping on management coming from IOMG ...because they 'saw' it coming ..is hogwash ...

Same with LTXX ...beautiful chart ,prospects ,history ..etc... but it got killed on a contract cancellation ..to suggest this made it a bad choice .is hogwash too ...unless you knew the cancellation was coming .Will LTXX recover from this ..I doubt it ...not for a long time ...just too much of a tortoise ..do I regret the 1000 shares I own ..nawww..you pays your money and take your chances ...

BUT ..remember the sector we are in ....you want a stock that performs like it chart says it should ....buy KO ...it's summertime ...when its winter ....buy EXXON ...the big boys don't play these stocks ...cause they aren't on the Naz ......comments????

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