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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DlphcOracl who wrote (28525)7/23/2000 12:26:06 AM
From: StockHawk  Read Replies (1) of 54805
 
<<Could you pick one or two stocks for all of us that are 'live'money for as far as the eye can see>>

Well, Bruce threw down the gauntlet, and DlphcOracl gallantly picked it up. And in the spirit of a little fun, I took the next logical step. I set up a portfolio so we can track the results. Will Sebl, Ntap, Brcm and Pmcs outperform Qcom thereby validating the prediction of DlphcOracl or will the mighty Q rise from its ashes and prove victorious. The attached portfolio today has a value of exactly ZERO. It was formed by taking a hypothetical investment of $25,000 each in Sebl, Ntap, Brcm and Pmcs and then balancing them with an offsetting $100,000 short position in Qcom.

Therefore if Sebl, Ntap, Brcm and Pmcs outperform the portfolio will sport a positive value, while if Qcom performs best the port will turn negative.

The portfolio has been named "DlphcOracl's Challenge" and it can be found here:

siliconinvestor.com

Side bets anyone?

StockHawk
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