Q: Could I please get your thoughts on Apple’s recent announcement that they will start using their own inhouse developed modem to replace the presently used Qualcomm modem. I presently have a 50% gain. At this time would you recommend Sell, Hold or Buy. Thanks … Cal

Q: Would you consider apple a buy at its current price

Q: My question is on trimming winning stocks. You will often comment on this question that it is about the size of the stock in relation to your portfolio. I have a number of stocks that are half positions which are up 100-200% so now are almost full positions so I don't "need" to trim them. But I'm often tempted to trim at a new high to take some profits with the idea of re-buying on a pullback. I realize this is market timing so I hesitate, but I've also seen thousands of dollars disappear on a downturn. I have bought some stocks I think of as longer term trades so I have sold them after a profit and it has felt good to cement that profit so to speak. But some stocks like Apple, or BN that I see as more core holdings -with these type of stocks do I trim or just leave them, let them run and buy more on a pullback with new money presuming I have more. Any further articles on this would be appreciated as well. Thank you!