Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: chaz who wrote (2829)	6/20/1999 5:32:00 PM
From: Mike McFarland	Respond to of 54805

Mike: Have you READ "The Gorilla Game"? No, but I'm going to use my buybooks $10 cupon to get it. Love freebies. 1. Is Microsoft going to go away anytime soon? If the PC gaming platform loses to upcoming consoles, AND Corel, Sun Micro, Red Hat, IBM and the others put their heads together...it is possible. But I would not bet against Microsoft, not anymore. I broke even with MSFT puts a year or two ago, woke up, and walked away. 2. Does the investor price stock based on the present value of future free cash, or something else? dunno...everybody has a different game I suppose. My stuff--small cap biotech--trades based on R&D, for instance, I have an otc:bb stock, CNSI, it has a marketcap which is less than the commitment that Bayer has made to them for the development of a neurobiological growth factor. In biotechland, that is a good value. 3. Would you prefer one stock that was going up 2x next year, or 10, one of whom might go up 2x? I don't buy anything that does not have the potential to go up 3x in the next year. I intend to sell half my shares in each when the time is right, and keep the rest for ten-bagger potential. I have a handful of stocks, because I expect a couple to be ten-baggers, a couple to triple, and a couple will fail. If I am careful about letting profits run, and willing to get stopped out if I screw up, then this might work okay. Unfortunately, very hard to keep to to the rules: I should have been stopped out in Ariad (ARIA) by now, but I've become attached to the company, very bad. All that said, recently I am starting to look toward higher quality stocks--the so-called second tier of biotech. That is probably a better place to look for potential Gorilla's. And I would not be on this thread if I did not have serious doubts about my investments. I just want to puke when I hear folks carrying on about how well they've done, while I'm only up a bit for the year. The folks at my workplace will come talk to me about their MSFT, or their Cisco etc etc. One fella has the dogs of the dow, another an S&P index fund. And another just started a brokerage account in which to trade AMZN. I have a hard time accepting that these people are right--I've always thought I was more clever than the folks I happen to work with. But these guys, mostly, are laughing at me.