Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote ()	5/28/2000 9:46:00 AM
From: Brian K Crawford	Read Replies (1) of 54805

Anyone interested in a weekend discussion on portfolio restructuring...next steps? I feel a little like a disaster survivor at this point. I am viewing pieces of my portfolio, assessing what is undamaged, what appears to be repairable, and what looks irretrievably broken. Mike Buckley posted a while back that QCOM is getting near the value stock range. I think he said $50 would be value territory. I agree. Meanwhile, it is the worst performer YTD in my portfolio. My mental debate: even after getting crushed this year, it still represents 52% of my portfolio. I like LindyBill's idea with his Russian Army approach: Feed your winners, starve your losers. On that basis, I would be culling out the Q and adding to my SEBL and NTAP. Yet my value hunter instinct says, buy more Q! Anybody willing to weigh in?? I am not really looking for personal portfolio advice, only interested in your thought processes on the best Gorillas and Kings to ride when the market starts back up. Brian

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