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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote ()1/17/2000 6:32:00 PM
From: Lynn Goodman  Read Replies (2) of 54805
 
To the Thread: Request for Help
I follow the thread closely, rarely post because don't consider myself qualified. (Did post Stockwinner's "market alert" re JDSU last week, was studiously ignored, yes I DO get it, :}.)

My husband has just terminated employment with Time Warner, cashed out his options (lucky with the one day spike) and has asked me <g> for help with investing. He wants to spread the investment among Q, NTAP, EMC, CSCO and SUNW. Any opinions on these choices or what percentages in each?

Also, I have been reading the posts re CREE, ARMHY, a few other watch and waits. I would like to give my husband a choice or two in a shiny pebble,or snowball, or whatever the appropriate name is.

Our investment strategy is ltb&h, not trying too hard to time it (especially not Q). Pretty much advocate GG with the overlay of this Thread, working up to reading the FM, etc.

TIA, Lynn
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