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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: KY who wrote (222)2/20/1999 5:56:00 PM
From: Teflon  Read Replies (1) of 54805
 
Kevin Young,

As I stated earlier, my portfolio is as follows:

Current Holdings:
MSFT...held for 6 years
EMC....held for 3 years
ATHM...held for 2 months
SUNW...held for 1 year
GE.....held for 1 year
AOL....held for 1 year
CSCO...held for 2 years

I trade options on MSFT once or twice a year when there is easy $$$ to be made (currently in that sweet spot), and I have owned other Gorilla type stocks before (Coke, Gillete, Dell) for substantial lengths of time, but I have sold out of them as of today. I am a technology guy who likes technology returns. They will continue to beat the S&P and Dow going forward.

I am willing to discuss any of these or other items you wish, provided I have something of value to add. I gave the MSFT board a brief trial, but I am concerned about that group as a whole. I am deciding whether this board is the place to spend 100% of my time or whether I will just return to my "reader" status. The other Boards are fun to read, in their finest moments!

Thanks,
Teflon
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