Ryan,
I feel V will trend to upper 60's low 70's.
Still feel it is a $100 stock under normal times. As long as we are in a down trending
market I believe it will go lower.
MA approaching interesting levels. During a normal market envir. would be a great
purchase.
I own MO long also. Have held over a year. May be time to unload. Have not even looked @
their ex. div. date. I do not like their main product but did like the div. and
appreciation.

in my first year (2001) i lost a whole lot of money.

MO, youre basically even after the dividend.

V, ive still got a bit of MA left, like the story but they arent right in this
environment. probably will take their earnings to make em' go higher.

WMT, only one besides COST that is working in the space.

DE is in trouble. people dont think they can absorb the imput cost of steel etc. if the
sector has a chance, it is going to be led by MOS and POT. i really like MOS right here
and now.

trading rule: know your limits. how much are you willing to lose BEFORE the trade. i
raaaaarely take more than 8%. if im wrong im wrong, and i get on outta there.

unless you have a lot of cash i think youve got too few holdings and should spread out.

finally, the primary trend is down, but if youre buying DE in april, and thinking of
shorting now, youre backwards. shorting is a good game, but you have to have conviction in
it and be willing to short DE @ 90 instead of buying

these are not beatin down companies, only the stock is, these are great names. learn how
to hedge against these down times to perserve you holdings thats all. and you dont have to
short per se. protective puts, thru option derivatives ...chris

All,

Below is my sucky portfolio:
DE - down 15.09%
MO - down 5.12%
V - down 6.37%
WMT - down 4.15%

Any suggestions? Advice appreciated. (never shorted anything)