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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (44103)7/4/2001 5:46:32 PM
From: gdichaz  Read Replies (1) of 54805
 
Apollo: You have done a first class job in listing milestones for Qualcomm over the last 18 months.

As for the future, the question is whether the improvements in the Q's position in the real world over the next 18 months will be reflected in its stock price directly, with a lag, in advance, or not at all.

And no one in his right mind would claim to know.

My personal approach has evolved into concentrating on fundamentals, especially since once upon a time I tried timing, trading, using my knowledge of how the economy moves (which is not too shabby BTW), etc. in trying to pick entry and exit points and all that good stuff.

Decided I was not smart enough for that stuff.

So I just tried to figure out where (which technologies) seemed to be coming on strong and pick leaders in them.

Qualcomm is the clearest case I have ever found.

There is no, repeat no, reason I can see why the Q's fundamentals will not continue to improve over time.

Again, what that means re: stock price, I don't have a clue.

But in my long life I learned that it is better to go with the trend.

The trend is with Qualcomm.

Best.

Cha2
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