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


To: john99walsh who wrote (16252)1/25/2000 1:33:00 AM
From: lurqer  Read Replies (1) | Respond to of 54805
 
**OT**

re. dangers of margin

I went into the fall '98 with CSCO as my overwhelmingly dominant holding. Moreover I had a large Asian exposure.

CSCO's 40% dive had a very interesting effect on my (un)buying power.

Given current valuations, 40% (or more) corrections (even on gorillas) are quite plausible.

lurking ...

lurqer