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

To: DownSouth who wrote (13305)	12/25/1999 4:07:00 PM
From: Jimmyjohn	Read Replies (2) \| Respond to of 54805

DownSouth and all: I have also enjoyed and profited greatly from lurking on this board and would like to wish all a very Happy Holiday Season. A question I have been wrestling with recently is how to balance my portfolio. Would be grateful for any advice. Currently I have 3 holdings-QCOM at 87% held in a taxable account for over 13 months and GMST at 9% with CREE making up the other 5% both in an IRA. I have felt for some time that it may be wise to rebalance by selling some Q and buying GMST but sure hate to pay the 20% Capital Gains tax such a move would require. What do you all see the relative potential for Q versus GMST going forward. Thanks for any comments.