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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (3793)	7/15/1999 3:22:00 AM
From: LindyBill	Read Replies (3) \| Respond to of 54805

TIME TO MAKE A MOVE! Well, gang, as of tonight, I am 81% Q, 18% Cisco, and 1% Softy. For the first time since I set it up, I am going to have to pull some bucks out of my 401, for a down payment on a house for my son. I decided to sell some Cisco tomorrow to cover it, and that made me think, Why am I staying in Cisco? I don't believe it is going to move anywhere near as much as Q will move this year, and it costs me nothing except commission to change. The MSFT is in a personal account, and would cost me Capital gains to sell. I have no fear of being in Q only. To me, it is as safe, or safer, than Cisco or MSFT. The "One Basket" approach is fine, as far as I am concerned. So, tomorrow, I will sell the Cisco and buy Q with it. That will make me 99% Q and 1% MSFT.