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Strategies & Market Trends : Portfolio Protection + Money Management for the Long Term

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To: BDR who wrote (2)	4/8/2000 4:19:00 PM
From: John Stichnoth	Read Replies (1) of 57

How about these as rules: 7. A company with a proven track record is safer than a stock with a great "story". 8. An industry leader is safer than a company in second place. A company in second place is safer than a company in 3rd place. btw--I disagree with #2. It depends how the company got there. Think of all the quarters QCOM "disappointed", while it was going about the business of establishing CDMA. Also, I don't quite "get" #5--how long in the future are we allowed to "project" earnings? I wonder, as this thread develops, whether it would be worthwhile constructing a portfolio of companies that satisfy any investment rules that are decided on? A sort of G&K portfolio that isn't necessarily composed on G&K's, or even tech stocks. Best, John Dale--This is an interesting idea for a thread. Good luck with it. I will bookmark it.

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