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


To: Chuzzlewit who wrote (94873)2/4/1999 5:20:00 PM
From: stock bull  Respond to of 176387
 
Chuzzlewit, thanks for the clarification. I use asset allocation models as my basis for investing in the market. I must admit that my portfolio has gotten out of balance due to the large gains in Dell. Guess its time to give some serious thought to rebalancing my portfolio by selling off some of my Dell shares. Will give this some serious thought tonight and see how things look tomorrow.

Thanks for you thoughts.

Stock Bull



To: Chuzzlewit who wrote (94873)2/4/1999 5:44:00 PM
From: Paul Merriwether  Respond to of 176387
 
'lo Chuzzie
mucho glad to see that you wrote covered calls. Dell's PE is way out of whack with its growth rate.
Think its a wise strategy for other dellheads.
Goodluck!