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Strategies & Market Trends : Systems, Strategies and Resources for Trading Futures
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To: Snowshoe who wrote (40298)1/30/2000 10:32:00 PM
From: Tom Trader   of 44573
 
What really scares me is that some retired people are investing big money in stocks like QCOM. Where's the margin of safety if things go wrong?

A good question, Greg! I suspect the gorilla gamers would tell you that it is a stock that will come back given its fundamentals.

The point that I was trying to make on that thread had to do with the likelihood that even LTB&H investors may lose their nerve if there were a prolonged decline -- so much so that when the recovery occurs they will be out of the stock/s. It takes a certain amount of intestinal fortitude to just sit back and say that they are in it for the long haul come what may -- and then stick to the plan. But to each his/her own! I know that I will not invest a substantial portion of my portfolio in high beta stocks -- gorillas or not -- without having a contingency plan that addresses the issue of portfolio protection.

The other side of it, of course, is that if one had invested in the gorillas over the past several years one would have done very well.

I am presently about 55% in cash -- I'd like to put some more money to work on stocks that have the potential to appreciate -- and which have corrected sharply.

Take care
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