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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: freeus who wrote (29409)8/5/2000 12:09:26 AM
From: tekboy  Read Replies (1) of 54805
 
re most of the time you won't be able to predict which stock in your portfolio is going to be the big winner

Is this true do you think?


in my limited but intense experience, the answer is "absolutely."

For example, within the past year there have been stretches of weeks and even months at a time when each of the following has been by far the best performer in my portfolio: QCOM, JDSU, NTAP, SEBL, ITWO, GMST, and CREE.

Sometimes these runs are predictable (say, into earnings), sometimes not; sometimes they're justified (say, good news), sometimes not; sometimes they take the stock to apparently permanent new levels, sometimes not.

Maybe someday I'll figure out why these short-term movements happen as and when they do; maybe I won't. Certainly I haven't been able to so far. Nor have any of the supposedly smart guy experienced thread elders I've occasionally cajoled into offering public or private opinions, which accounts for my pathetic options trading results... :0(

tekboy/Ares@alwaysblametheotherguy.com
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