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Old 11-12-07, 05:57 PM
switze22 switze22 is offline
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Join Date: Nov 2007
Posts: 3
My Portfolio - Opinions?

1) Apple
2) Research in Motion
3) McDonald's
4) Coca-Cola
5) Las Vegas Sands
6) WYNN

1+2= Good tech stocks with great potential

3+4= Good solid companies with alot of international exposure to gain from the lowering dollar

5+6+ Major Casino Companies expanding into Maccau, the new Vegas of Asia.
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Old 11-14-07, 01:45 AM
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StockJunkie StockJunkie is offline
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Join Date: Dec 2006
Posts: 125
Are you holding profits in all of these companies? RIMM + AAPL have arguably topped out, and WYNN + LVS both have broken down completely and have months of work before getting back up to last month's highs.

Coke is your best hold, especially if the market continues its bearish ways and moves south more of the next several months. MCD would be next as the 2nd least risky hold.

Another question to ask yourself is with taxes. Do you have long term capital gains or short term? With the year coming to a close it may be a smart move to sell off some of your losers (if any) any use them as write-offs.

Lastly, your future outlook on the market is critical. If you think the bear is here I would be selling out of AAPL, RIMM, WYNN, and LVS completely. Build a nice cash stash, buy a small stake in QID, and watch the fireworks.
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Old 11-14-07, 02:00 AM
switze22 switze22 is offline
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How do you think QID is going to be big?

it looks dismal to me.
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