Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (35281)	11/27/2000 10:37:29 AM
From: david barr	Read Replies (1) of 54805

Lurker Portfolio SNDK 26% Cree 24% WIND 23% MRVC 12% RMBS 12% JDSU 3% The glisten of shiny pebbles is too much for me to resist. I have decades still to invest so I lean toward a higher risk portfolio. One of the factors that always causes second thoughts when considering an INTC or CSCO purchase is the market cap. Held QCOM and NTAP but sold them because they seemed too richly valued. My biggest mistake was to extend on margin during the October lows. All those bargains, I just couldn't resist... Had to sell ELON near its lows. Ouch... Yess, yessss, yesss, we love shiny pebbles.... gollum.com

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