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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (35281)11/28/2000 10:52:39 PM
From: StockHawk  Read Replies (1) of 54805
 
Portfolio Survey

QCOM         38%
RMBS	     14
GMST	     13
SNDK	     12
JDSU	     11
NTAP	      7
CSCO	      2
SSTI	      2
SFE	      1

Biggest Mistake: Not selling everything yesterday. I've now made that mistake 247 times this year. Seriously, my port is pretty similar to last year. I got out of a few positions, such as RFMD at relatively good points, but made a big mistake with SEBL. I got out because it looked too high and it has since doubled.

StockHawk

PS. I wonder what the SI record is for the largest number of responses to a post. Apollo could be famous.

PS2. Thanks Apollo, this survey was a great idea, and I'm sure it's lots of work. We owe you. (Not that you should expect to collect, of course. <g>)

PS3. I may not be posting much for a while, I'm off to Europe with the goal of tracking down an infamous opera star in Vienna. I plan to start with a few days in Venice and then sneek up on him slowly. I realize this is dangerous work. Wish me luck.
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