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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: taylorfife who wrote (23171)12/8/2000 3:55:40 PM
From: CAtechTrader  Read Replies (1) | Respond to of 65232
 
Believe it or not, some funds are selling QCOM today to "rebalance"...meaning the rest of their portfolio has done so poorly and QCOM so well that QCOM became too big a position in the total portfolio. I look at these situations as opportunities, as its really stupid philosophy to be selling the winner to buy more of the losers.