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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (51303)5/9/2002 6:18:24 PM
From: Jacob Snyder  Read Replies (3) of 54805
 
EMC, NTAP:

I'm going to be selling all my EMC 2004 calls, in increments, and putting the money into NTAP. Haven't decided whether to buy more 2004 NTAP calls, or just buy plain old boring stock. If NTAP is still below 17 when the 2005s become available, I'll be buying them. This is following the GG idea of selling the loser, and buying the winner, once you figure out which is which. I think I've now figured out (to my satisfaction) that NTAP is going to come out of this downturn a lot stronger than EMC. The last conference calls I've listened to, have been like night and day, on these two companies.

The main problem with rotating into the winner, is that you don't get much for your loser, if you don't figure it out till everyone else already has.
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