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Technology Stocks : Rockwell-Spins off Conexant (CNXT)

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To: hospitalman who wrote (669)2/17/2000 3:52:00 PM
From: MeDroogies  Read Replies (1) of 2013
 
I agree, somewhat, with your philosophy, but I don't believe in momentum investing (which this philosophy is a spin off of).
I sold some ORCL to buy CNXT because I wanted to extend my holdings in general, and ORCL had a major runup. If I was strict about a philosophy like that, I shouldn't have sold ORCL (which I have a 10X win on).
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