Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Uncle Frank who wrote (54633)	11/6/2003 4:57:45 PM
From: Stock Farmer	Read Replies (1) \| Respond to of 54805

WE'VE STAYED. This thread remains a bastion of free thought, unfettered by having to pander to the ego of a few individuals.

To: Uncle Frank who wrote (54633)	11/9/2003 8:11:07 AM
From: Pogeu Mahone	Respond to of 54805

Uncle Frank here is a real kneeslapper:) this is the exact opposite of the position you are taking now? How come?:) Did you really hold these positions all the way D O W N?:) I bet the people who you have been rude too , hope so:) Message 7977662 <<To:LindyBill who wrote (349) From: Uncle Frank Tuesday, Feb 23, 1999 3:03 AM View Replies (2) \| Respond to of 54637 No need for privacy that I've found, Bill. This is as sane a group of people as you could want. I am hoping this thread will become a roundtable where we can discuss positions and allocations, plus look at a few promising newcomers. If you don't discuss numbers, what's the harm? In my own case, I've been looking at my allocation with respect to volatility. It's been a real roller coaster ride this year, and I'm way down from my highs. But if you examine the return rates, allocation hasn't been the issue: ytd % allocation % aol 15.3 7 csco 7.1 17 dell 14.4 43 msft 5.5 17 intc 10.0 0 derivatives 0.5 4 G&K Index 13.3 0 However, I think I should rebalance about now. I sold some dell calls this afternoon to reduce the impact of dell's volatility. That will give me time to evaluate additions. I'm leaning towards emc and intc or emc and more msft. Opinions welcomed Frank>>