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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (23857)4/29/2000 2:29:00 AM
From: Bretsky  Read Replies (3) of 54805
 
Thanks for inquiring about my wife Uncle Frank. My wife is feeling much better as the sickness is gone for now.

Actually we just went to the doc last week and he gave her the good news that she is now in the "FUN" three months of the pregnancy. He basically said the first three are generally miserable, then in the middle term the baby kicks etc and she will fee healthier, and in the final three months she'll feel crappy again and just want it over with. AND here we thought the first three months were the only bad ones. She wasn't happy about that.

I think my portfolio is SLOWLY shaping up; where I am so incredibly torn is with all the tax implications. I'm a small fish in the investing world and selling w/o taking a % of the $$ and sending it right to Uncle Sam could cause hardships next year.

Do I really think TLAB's or WCOM will outperform the likes of QCOM, SEBL, CREE, BRCM, JDSU, NTAP, or PMCS ?? No way in hell, but I bought TLAB several years ago for an average of $8 so selling will kill me in taxes. Oh well, decisions, decisions, decisions. That's what life is all about.

Any boy that GMST is sure tempting to add more shares, but for now I'm just going to hold tight and see how things shape up.

Best Regards, and thanks for the comments,
Bretsky
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