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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: StockHawk who wrote (31864)9/19/2000 10:35:48 AM
From: Bruce Brown  Read Replies (1) of 54805
 
Well, I did keep 90% of it, so obviously I have not turned into a bear on this one, but I have been cautious about it. I believe their long term future is excellent, and I even think they will rebound off their current price (that is why I kept most of it), but something is reminding me of the way QCOM traded around March. After a great, long rise, it fell back, based for a while, and then failed at attempts to move up.

The balance sheet fundamentals don't even compare between the two.

BB
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