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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (30325)	8/23/2000 10:03:08 AM
From: Bretsky	Read Replies (2) of 54805

Mike, I, and I'm sure many others, do really appreciate your notations about SEBL as well as other stocks you know the history of. Maybe I'm about the only one here anymore that can say this, but I am at a loss with QCOM. I was late into GGing and my first purchase based on the knowledge I developed through the book and in here was QCOM at $143. Now I only bought a few shares so it is a very small portion of my holdings, but I am looking at points to add to QCOM as well as others. Since then I have made many outstanding purchases based on information shared on this thread, but I have been more sensitive to the prices of each buy. I bought into SEBL,PMCS,NTAP, and CREE all at points when they were a bit beaten down and already have some very nice profits on all of them. I know we constantly downplay Timing is here, but the more educated we are on how each stock ranges historically, the better odds you have IMO. Thanks to all of the thread who have helped make my investing more successful !!! Bretsky

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