The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (2888)	1/20/1999 4:13:00 PM
From: Math Junkie	Read Replies (2) of 15132

I took some money off the table from my Teradyne holdings today. It's not that I necessarily believe the party is over, and it's not because it set a new all-time high today, but it had just gotten to be too big a fraction of my portfolio. So I sold the shares which I have held long enough to receive long-term capital gains treatment on. Although I am still overweight in the stock, I am content to leave it long enough to complete the one year holding period, on the assumption (gamble?) that when the semiconductor equipment recovery finally gets going strongly (whenever that is), the stock price will be at least as high as it is now.

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