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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: AMF who wrote (6247)9/13/1999 11:24:00 AM
From: DownSouth  Read Replies (3) of 54805
 
I, too, was stunned to see LB sell his entire Q position. I do appreciate that he let us know of his action immediately after he took it.

As the dust settles, perhaps we can learn some valuable lessons from what is going on here. I, myself, took the cautious route and sold most of my position in Q. Now I am 50% cash, rather than 50% Q, so the opportunities to reallocate this money abound.

I do hope we have had a panic here, rather than a sell based on any facts.
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