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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Fangorn who wrote (34911)3/19/1998 1:21:00 PM
From: WinnerSBW  Read Replies (3) | Respond to of 176387
 
VENKIE,

I believe that it was you who was holding both Dell and CPQ in your portfolio at the same time. I am in the same position and currently hold a nice sized gain with Dell and a recently acquired loss position with CPQ.

Is it time to take the bullet on CPQ and give it the flush? I would most likely use the proceeds to buy even more Dell. I definitely like Dell as a company and of course their business model much better than CPQ. I would love to break even on my CPQ holdings ( $27.00) but do not want to be an idiot and wait for two years to do so. Anything in the crystal ball that says now is the wrong time to sell CPQ and buy more Dell?

Thanks,

Barry



To: Fangorn who wrote (34911)3/19/1998 5:52:00 PM
From: K. M. Strickler  Read Replies (1) | Respond to of 176387
 
SC,

That is an interesting point that you have made! When I sold insurance, the mortality table was based on 1942 data, and this was 1965! The mortality in 1942 was far higher than in 1965, so the premiums that were collected were higher because the mortality was lower than that quoted! The insurance companies cut a 'pretty fat hog' with the pricing of insurance! The only insurance that I would ever consider selling was either 'term' or 'decreasing term', and since the insurance company didn't make enough 'money' on that type. we soon parted ways! I wanted the people to take the money that they saved on just their premiums and invest in mutual funds. In the long term, you did much better! Additionally the insurance companies try to sell insurance long past when it is needed!

JMHO

Regards,

Ken