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Politics : Ask Michael Burke
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To: Ilaine who wrote (40061)12/19/1998 3:09:00 PM
From: Knighty Tin  Read Replies (1) of 132070
 
Coby, 10% of my total portfolio is in the capital appreciation portfolio, so that tells you how I feel about the danger of being long any stocks. But, IMHO, it is better to be long what is crawling along the bottom than what is zooming through the roof, in any market environment and assuming the cos. are survivors. Using the 3 stocks you mentioned, I think the monopoly player in diamonds, the dominant player in platinum and palladium and the world's second largest economy are pretty much in the game for the duration.

MB
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