Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Uncle Frank who wrote (34119)	10/31/2000 1:27:07 PM
From: slacker711	Read Replies (1) of 54805

I'm really looking forward to the upcoming Portfolio Parade. Do you think it will show the hunters taking more risk on small cap candidates, or retreating into the established G&Ks? I think it's likely that we will see more concentrated G&K portfolio's.... However, isn't it ironic that it is precisely now that many of the small-cap candidates have actually become reasonably valued that many are bailing out? Look at Cree....at the earlier in the year they were in the 150's, and it was priced based on the promise of growth over the next couple of years. Cree's earning picture has become more clear over the last couple of months, and it is now trading right around it's growth rate. The same is true for Sandisk.... The stories behind these stocks havent changed....it is just the valuation. JMHO....but the risk/reward ratio has improved greatly in some of these stocks. Slacker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next