<what should I do with the stocks that I own? I bought all of these in the past five weeks.
DELL, AMAT, LU, INTC, EMC, ORCL, SUNW, CPQ, AOL, T, WCOM, MSFT, KO, PFE, MRK, WMT, CSCO >
Jim, you didn't ask me, but here's my $.02 worth. You have a basket of very high quality growth stocks. It is hard for me to imagine them declining more than 20% max going forward, and that would tend toward a worse case scenario. If you can stomach that, hold and in 6 months you will be very glad you did. If you are on margin and feel uncomfortable about that now, you may want to trim your positions enough to eliminate your margin. But overall, they look like solid stock picks you can't go wrong with LT.
Rob |