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

To: DownSouth who wrote (21611)	3/28/2000 1:55:00 PM
From: JRH	Read Replies (1) \| Respond to of 54805

Have you considered "Stock Substitution Therapy", selling some of your CSCO longs, using some of the cash to buy 2002 LEAPS of the equivalent number of CSCO shares and using the remaining cash to buy other gorillas/kings? That way you still have all those CSCO shares appreciating with a long term window and some new toys to play with. Interesting idea, DS. I am struggling with my Cisco right now, as it is up to 50% of my portfolio. By following rules in the RFM, I shouldn't be selling any of it. But I'd ideally like to trim it down a bit (perhaps down to 25%) and put that money into something else. The question is, is there a better gorilla to put money into right now? I think not, but am willing to hear any opinions. Justin