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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (11045)11/24/1999 11:29:00 AM
From: Stu R  Read Replies (1) of 54805
 
CORE HOLDINGS (have held for over 1 year):
QCOM 65
ADPT 10
SUNW 6
CD 4
CA 2
ADDITIONS DURING YEAR THANKS TO SUCCESS OF CORE ABOVE:
All between .5 AND 2.5
GBLX,UMG,TVGIA,BMCS,VOX,BRCM,THQI,MDT,CIEN,GSTRF,MFNX,SNDK
Winners may become core and losers will be sent walking.
In addition I am on margin and am long QCOM calls and short
QCOM puts.
Any comments + or - ?

Stu
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