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

To: tekboy who wrote (29195)	8/1/2000 3:04:46 PM
From: kumar	Read Replies (1) \| Respond to of 54805

<<Should any position grow to around or more than 40-50%, moreover, I'll probably take some profits and redistribute the cash,...>> into what, if I may ask ? Reason I ask is, lets assume on day 1 u start with 10 G&K stocks, giving 10% to each. 5 years later some of them may/not grow to be substantially higher than the others. why penalize the good performers ? cheers, kumar

To: tekboy who wrote (29195)	8/1/2000 5:22:50 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

tekboy: Suggest that if you are going to learn from experience, then do just that. The worst possible "lesson" is to sell your carefully selected winners in the real world (i.e. fundamentals essential to growth long term) as opposed to the temporary stock price emotional fluctuations to "diversify". Been there, done that. Wrong ! Not only is this against experience it is also against what G&K is. Just to pick a specific example, there were three times in the last 10 years that the worst possible action would have been to sell Cisco to "balance" a portfolio. Think about that when you think about the current burp in the gorillas and most solid king/princes. Just IMO of course. But then if your comfort level (weak) demands it, OK. Best. Cha2