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

To: Mike Buckley who wrote (10240)	11/13/1999 8:01:00 AM
From: chaz	Read Replies (1) \| Respond to of 54805

Merlin, that's an interesting pair of suggestions, but it doesn't much appeal to me. 1) Selling your winner on a weakness with the intention of not buying it back in favor of an alternative is not the russian army approach....outside of the GG. 2)If you have an attractive alternative to the Q-type, why were you waiting? 3)If the logic of your plan is to eliminate volatility, why not just collect some bank cd's and be done with it. Isn't that the logical conclusion you would have to reach? 4)My Computer Encyclopedia defines "diworsification" as "sucker hole." chaz

To: Mike Buckley who wrote (10240)	11/14/1999 11:54:00 AM
From: Len	Read Replies (2) \| Respond to of 54805

Mike, I have never before questioned your input but I have to go on record arguing agaist reducing exposure after a stock runs up. In real dollars the investor is a big winner and all the circumstances leading to the run up still exist. By moving to protect from losses through diversification you are more likely to reduce your gains in the long run. To me the real answer is to find another stock that will run. Dump your other investments and buy the company that will return the balance. Am I getting overconfident??? Regards. Len