Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (9028)	10/28/1999 3:29:00 AM
From: Seeker of Truth	Read Replies (1) of 54805

By "roll" do you mean "sell"? Doesn't that depend on your tax situation? If you are a nontaxpaying entity such as an oil sheik or a 401K account then the penalty of switching around is tiny. But if you pay heavy capital gains taxes then the situation is very different. The greatest passive investor of all time, Buffett, is for buying and holding. Would you have been smart to switch out of MSFT or CSCO? How many gravy trains like that can one find? This puzzles me a lot. Are there multiple gorillas around the corner, waiting to be noticed? If so then when the gorillas we own have soared we should switch out of them. If not then we should buy and hold. I personally like hardware products that bundle a lot of intricate software, e.g. EMC's stuff. It's harder to copy that. Are PMCS products like that?

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