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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (35281)11/28/2000 7:30:18 AM
From: johnb  Read Replies (1) of 54805
 
Another lurkers Portfolio Survey

EMC 18.2
SEBL 15.2
QQQ 11.2
CSCO 8.3
GLW 4.5
JDSU 4.1
SUNW 3.8
NTAP 2.7
NT 1.9
CASH 30.0 (actually 13.0 ROGSX, 8.6 MCOFX AND 8.4 JAOSX)

Largest Mistake Chasing the occasional CREE or ELON that pops into the radar screen.

Biggest Thank You to Mike Buckley for his February posts on margin. I'd had a margin account for a year and never used it but by February I began to think I knew what I was doing. Just as I was beginning to figure how to put it to work Mike made a number of posts that talked me out of it. Best investment advice I ever received. Thanks Mike!!!
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