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

To: Apollo who wrote (18005)2/15/2000 2:25:00 AM
From: Uncle Frank  Respond to of 54805
 
>> I'm still young enough, mid-40s, such that if this is a mistake, I think I can recover OK.

I have a much shorter investment window, Stan, but am confident that holding Q will not be a mistake. While I have diversified as a result of LEAPS Replacement Therapy, which consists of replacing the common with DIM LEAPS on a share for share basis, Q is still over 50% of my holdings. I will resist the urge to chase higher momentum stocks, since I assess Q as a sure thing over the next 5 to 10 years.

Congralutions on your resolve,
uf



To: Apollo who wrote (18005)2/15/2000 7:36:00 AM
From: Len  Respond to of 54805
 
Stan,
I agree with everything you say. The reason I sold some QCOM was simply because I wanted to get more GMDST and had to sell something to get it. QCOM is overwhelmingly my largest holding so although I believe the LTB&H strategy it seemed to make sense to lighten up a little given what we have seen since Jan 1.

GMST is now my second largest holding.

Len


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