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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (23459)4/25/2000 10:45:00 AM
From: Grantcw   of 54805
 
Personal Portfolio

CREE = 22.5%
GMST = 8.2%
Cash = 69.3% (No, I'm not that bearish, it's mostly made up of mutual funds, which I keep so that I don't get so mad when the market goes up and my individual stocks go nowhere)

Pick to click = CREE. Read the latest earnings release from CREE where it mentions that high brightness LED shipments doubled sequentially. I call that a margin of safety.

See ya,

cw
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