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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Seeker of Truth who wrote (43865)6/25/2001 1:00:15 AM
From: Mike Buckley  Read Replies (2) of 54805
 
Malcolm,

The question about diversification that you asked BirdDog reminded me of one part of my conversation with the assistant manager at Fidelity. He explained that in late 1999 and early 2000 he advised his clients to move some of their holdings from high-tech to bonds, "old economy" blue-chip stocks, utiliy stocks, and the like. Not missing a beat, I responded, "In other words, you advised your clients to move their investments from companies that had sustainable, competitive advanatages to those that don't, right?" He got a concerned look on his face and said, "I have to admit that you're right."

--Mike Buckley
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