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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (35281)	11/27/2000 5:31:02 PM
From: tbancroft	Read Replies (1) of 54805

Apollo, This (mostly) lurker's portfolio is: GMST 90% Cash 10% Biggest mistake: irrational exuberance with margin at beginning of year. I initially had been equally invested in QCOM, NTAP and GMST until the maintenance call(s) hit this last spring. Sadder now, but incrementally wiser, I've been working to get rid of margin, and build up some cash that will hopefully let me get re-invested when prices hit a good value point (strange that with the depressingly low -relatively speaking- prices, I haven't really identified any "good value" gorillas; I might also be a little gun shy right now.) I'm also fortunate that I have a reasonably steady income, and am not dependent on my (laughable)investment prowess. Also, I'm still hopeful that GMST's strategies will not further increase my cash percentages. <g> I remain a true fan of this thread's great spirit; reading the thread has been (and continues to be) an incredible daily experience. tim

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