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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Teflon who wrote (7616)	10/5/1999 8:25:00 PM
From: Jean M. Gauthier	Read Replies (3) \| Respond to of 54805

Hi Tef... Welcome back in the MSFT thread.... Hey poeple, I have a quandary .... I someone wants to step to the plate, please do. If I had $ 20,000 to invest, in what would I invest in ? To complicate matters, I hold a nice number of LEAPS and I actually prefer them to holding common. My choices are, as far as I can see it... QCOM --> expensive at $ 195, I already own 1 160 2002 LEAP. INTC --> I have 400 common, but no LEAPS. And it is still trading 14 $ off it's high or 15%..... Hmmmmmmm GMST --> Off it's high, but a falling knife right now.... Seems to have a good lock on IPG's for TV's and other devices but a) the merger will take a long time to close b) they seem to have overpaid in a major way On the other hand, they are NOT dependent on any other gorilla for existence, such as INTC for RMBS and MSFT for Citrix.... Better model, All IMHO. My choices seem to be 1- Buy 300 Gemstar common (and hold on for dear life) 2- Buy 7-9 INTC 2002 80 LEAPS. 3- Buy 3-4 QCOM 2002 200 LEAPS (or whatever 18-20K buy me...) I already have enough SUNW, MSFT and CSCO, so these are OUT of the running for now. Any ideas, Oh Gorilla Gamers ? Take care Jean

To: Teflon who wrote (7616)	10/6/1999 12:40:00 AM
From: DownSouth	Read Replies (2) \| Respond to of 54805

Tef, I hurt myself with a panic sell of Q a few weeks ago. At the time, it was 50% of my portfolio. I re-established a 25% position the next day and got back into INTC and NTAP. I recently dumped RMBS and got my new position in GMST. You saw what it did the last 2 days, but I am still comfortable with it, but watching carefully. I am still up over 80% for 1999, so my lessons were not too expensive in perspective. What I learned: 1. I do not have the stamina for over 25% commitment to any one stock. 2. My discipline during volatile times needs some work. 3. I should limit my holdings to no more than 9 stocks. 4. I have a lot to learn about Gorilla investing, but I am learning, thanks to this great thread.