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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (6394)	9/15/1999 12:27:00 PM
From: Tom Ardnij	Read Replies (1) of 54805

Lindy, I feel the same as others who have commented how much they appreciate your posting your moves in the market. I also recall the SAP call and value your opinion. Given that your funds are tax protected for capital gains, I think the trading strategy makes great sense. While the QCOM trade didn't hit it on the head, the logic makes sense given the non-taxable account. I don't think you need any mea culpas. We are all responsible for our own decisions here. Like others, I am diversifying among the silverbacks and some that may be on their way to royalty at least. (ie: JDSU, SNDK, SEBL) I enjoy following several companies closely. My funds are in a mix of taxable and non-taxible accounts. I tend to buy and hold long term in the taxable accounts.(2 to 5 year horizon) Companies that I am more likely to trade are in the non-taxable accounts. Your clearly stated opinions as well as those of many others on the thread have helped me crystallize my own take on the gorilla game. Thanks a bunch!! Best Regards, Tom

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