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

To: Larry S. who wrote (39977)	3/4/2001 4:49:10 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> I am suggesting that diversification into other sectors might be short-term prudent, and lessen the damaging psychological effect and effect on one's portfolio. When things change, there will be plenty of time to re-focus on gorillas. Have you considered that some of the longer term g&kers have profits locked into their holdings and that the timing exercise you suggest would involve taxable events? And in the case of the class of 2000, since you expect that "things will change", wouldn't it be more prudent for them to continue adding to their positions throughout the down turn, dollar averaging their investments? Keep in mind that our focus is on identifying great franchises with sustainable competitive advantages. uf