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To: Smart Investor who wrote (7042)3/18/1999 2:07:00 PM
From: Nick  Respond to of 41369
 
If the market drops, you may be right...but if the market remains steady there's no reason AOL should drop below $100... IMHO

Nick



To: Smart Investor who wrote (7042)3/18/1999 2:13:00 PM
From: musea  Read Replies (1) | Respond to of 41369
 
Smart,

Make sure that when you diversify, you aren't diversifying into lower quality. One good stock is better than a bushel basket of mediocre ones. I am not convinced that there will be that much of a pull-back, but as you've seen from my previous post, I don't have faith in my ability to time the market. I prefer to find a few good stocks and let them ride. It's just a different investing style.

Best of luck to you.

-musea



To: Smart Investor who wrote (7042)3/18/1999 2:51:00 PM
From: freeus  Read Replies (1) | Respond to of 41369
 
rediversify
The guy at the DELL factory tour said to us "Diversification is expensive insurance."
When you have a winner, go with it.
Freeus



To: Smart Investor who wrote (7042)3/18/1999 9:15:00 PM
From: Gaffa  Respond to of 41369
 

The problem it accounts too large a percentage of my portfolio now, and I need to diversify


Makes sense only if you are talking about putting in more money, I see no point why you need to mediocratize your portfolio by chopping off the performer...