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Technology Stocks : KLA-Tencor Corporation (KLAC)
KLAC 1,209-0.5%Oct 31 9:30 AM EST
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To: willcousa who wrote (1770)2/25/2005 12:10:53 PM
From: Cary Salsberg  Read Replies (3) of 1779
 
RE: "...holding equal amounts of each stock overrides the relative strength of the stocks in the short term?"

I like all four, so I am not compromising selection for diversification, yet, I am limiting company specific risk. I look at the intermediate and long term business prospects and expect any short term relative strength to adjust back over time. I believe that intermediate to long term appreciation will dwarf short term volatility effects. That has not been the case since 2000 and it is not how the market views these companies. It is the basis of my adherence to the highest quality and my disdain for "value".
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