Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JRH who wrote (2354)	5/31/1999 2:14:00 PM
From: Uncle Frank	Read Replies (2) of 54805

You must have bought lu on one heck of a dip to have a 200% return in "just over a year". techstocks.com Over any period of time I look, csco is clearly superior, which is what you'd expect from the Gorilla of a red hot sector versus an overweight King in a warmish but capital intensive sector. What I'm getting at is that your lu holdings rather than your csco might be the better source for re-allocation if you're considering shifting more cash into qcom, nite, sebl, gmst, sfe, unph or anything else interesting that we've been (yes, Chaz2 and Teflon, I've been listening). You might want to look at your dell as well; great company but the sector is screwed for at least the rest of 1999. Personally, I've cashed out of dell and reduced my csco position by 50% (at 121 <g>) to increase my qcom holdings. Time will tell, and that's where you have the clear advantage over most us G&K afficiandos; you've time on your side. Frank btw, quit screwing off and start studying for finals - and if you see my kid, tell him the same thing <g>.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next