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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (4648)8/5/1999 9:19:00 AM
From: Sunny  Read Replies (3) of 54805
 
Uncle Frank, I am new to the GG. I just finished reading the book. Now I have a couple of practical questions and am seeking opinions. I currently hold QCOM, EMC MSFT and QQQ if my portfolio. I recently sold my CPQ position and a couple of other dogs and have about 15% cash.

Since I hold one of the dominant players in the storage market, EMC (may be a king or a mighty strong prince), should I look to add other stocks in the group, or should I look at taking small positions in some of the candidate stocks in another group that may have the possibility of becoming gorilla's?

At this point, I am getting interested in some of the conversation about NTAP & JDSU, but do not feel that I know enough about it and its companions to pull the trigger.

I have limited time to do research so I would like yours and others who would care to comment on the way to play the game.

thanks,

sunny
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