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

To: Eric L who wrote (8949)10/26/1999 9:09:00 PM
From: Percival 917  Read Replies (3) | Respond to of 54805
 
Hi Eric,

Hopefully the volatility won't be quite like CSCO's couple of 40% drops. I wouldn't be surprised to see a pullback after earnings. If they surprise to the upside it may run a lot higher before pulling back. Or if they are in line it may retreat right after earnings. I like this one along with Q for the next 3 to 5 years plus.

What are your thoughts on the others in the group. Specifically SDLI, HLIT, ETEK and ORTL. All have been doing well. I know that Unq and LB do not agree with GM on the basket approach especially in a gorilla game, but here in this particular royalty game it appears to be a strategy to be considered. A basket of these stocks for the past year would have produced a very healthy return.

Joel



To: Eric L who wrote (8949)10/27/1999 9:36:00 AM
From: Nichols  Respond to of 54805
 
JDSU- I too have been told that the pullbacks will be strong and swift-didn't jump on the minor dip last week of 110 to increase my holding- oh well. Although JDSU is only a King, I view it in the same light as QCOM- Great management, their industry is EXPLODING, and they are the leader in that industry.
Tekboy- to answer your question concerning cash- I'm sitting on 5% cash. Expect to invest that in late November.


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