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: Apollo who wrote (23804)	4/28/2000 11:36:00 PM
From: Bretsky	Read Replies (1) of 54805

First off, wanted to thank you so much for compiling this information. It is very interesting to all of us and I don't think you can be thanked enough for your effort. Here is my MODIFIED PORTFOLIO. I notice I've trimmed down my stocks from 22 to 18, and have taken stakes in many kings and some gorillas since the last survey CSCO- 32%- Still solid and I'm happily holding EMC- 11%- Still solid and I'm happily holding TLAB- 10% (down from 17% last time as I've trimmed) AOL- 7% HD- 6% BRCM- 5% and looking to increase holdings on next fallback JDSU- 4% CMGI- 4% (Will prolly trim this one back) NTAP- 3% - Recent purchase PMCS- 3% WCOM- 3%- Looking to get out and reinvest proceeds YHOO- 2% GMST- 2% (Am I the only one here with a loss on this one ?) NOK- 2% CREE- 1% SEBL- 1% QCOM- 1% ELON- 1% (Got killed so far on this one) About 2% cash that'll most likely be going into CREE and SEBL. Since all of this is in a taxable account, it's harder for me to make changes w/o some deep consideration. Most likely to double from here. 1. NTAP- EXTREME GROWTH Honorary Mention- GMST- Been beaten to hell and the merger should propel this baby upward.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next