Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Apollo who wrote (23399)	4/24/2000 11:10:00 PM
From: Todd Bishop	of 54805

Portfolio Survey Response QCOM 20.1 CSCO 17.3 JDSU 15.4 ITWO 8.1 GMST 7.8 EMC 7.1 CREE 6.2 NTAP 5.5 SEBL 3.0 CMGI 2.9 ORCL 2.0 ELON 1.6 LUMM 1.0 PCTL .5 CASH 1.6 Obviously, I've caved to the G&K strategy since the previous survey and have even backed off my personal mutual fund strategy of holding 20+ and maintaining less than 10% in any one stock. Excellent returns and Lindy's (among others) strategy to let winners run have influenced a few to easily surpass double digits in my portfolio even after they came somewhat back down to Earth in the past month. Where I part thinking now with Lindy is how soon to cut the dead weight. For 2000, I've decided to hold everything for the long haul that I started the year with and add to the winners. Exceptions may be prudent but I'll resist regardless. My pick for a double would be nearly half of those listed but the safest bet is QCOM. GMST, hopefully, but I'm trying to ground my enthusiasm until some numbers bear out. CREE has shown a strong likelyhood of a double and I'd be lying if I didn't admit that I'd be disappointed if it didn't. The game certainly isn't about picking doubles and rather about safe and strong returns. I'll probably add to SEBL with that in mind along with the mighty Q. I want to thank Mike, UF, and Lindy for the great morale of this thread and the level-headed insights. Also, Downsouth, Tekboy and Unclewest for making great contributions that have obviously found their way into some of my decisions. There are too many to mention...BB, JRH, Chaz I&II, and the several project hunters. Forgive the working stiffs and parents of very young children who fail to make the time to give back as much as we get from this great thread. Someday, I hope to contribute but am trying to keep my priorities straight at the same time. Sincerely, Todd

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next