Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: waverider who wrote (2866)	6/21/1999 4:05:00 PM
From: DownSouth	Read Replies (1) of 54805

Diamond, I just made some major adjustments to my portfolio: Sold MRK, PFE, AOL, LU (my laggards) Bought more: QCOM, RMBS, CNXT (my winners) Didn't touch: MSFT, CSCO, PMCS, UNPH, WCOM, EMC, NTAP, WCOM Feel good about reducing my number of holdings. Feel that getting out of internet stocks (AOL my last to go) is good. Feel good about dumping my drug stocks. Feel real good about increasing my position in some of my leaders. Wondering what to do with my INTC. Feel motivated by LindyBill.

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