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: Uncle Frank who wrote (14414)	1/7/2000 10:39:00 AM
From: RocketMan	Read Replies (1) of 54805

UF, I closed out my remaining Qcom puts today, which I had used to hedge my leaps. This is a strategy described in Roth's book, as you know. I would not recommend this to anyone unless they are pretty certain that a stock is going to correct in the near term and are confident about its long term potential, as is the case with Qcom. Anyway, that made me 100% in a few days, can't complain. Used the money to get some BRCM and I established a new gorilla-potential position on cree. Even though I am not totally convinced about cree yet, I like the lead they have in the SiC production, and how SiC's lower power and weight is a natural for aerospace and mobile operations. Good value chain, good BTEs with their patents, good replacement and enabling technology. There's been a lot written about it on this G&K thread, so thanks to you for this thread and to all who have done the DD on this company.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next