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


To: EllieMae who wrote (9628)11/5/1999 2:32:00 PM
From: DownSouth  Read Replies (2) | Respond to of 54805
 
Ellie, you may find that you are buying 4 shares $100 in January versus 1 share at $300 today. I would not predict a pull back after split, but of course it could.



To: EllieMae who wrote (9628)11/5/1999 8:39:00 PM
From: Rick  Read Replies (1) | Respond to of 54805
 
"So..... perhaps it is best to wait until after it splits and get some at that time. I do not think I could go wrong in that respect. Comments?"

No. no. no. no. no. no.

While you might not believe as I do that it's always a good idea to buy a gorilla right now, waiting 2 or 3 month will never work unless the fundamentals change. And if they do why buy at all? Look at it this way, would it have been better to buy last August or wait for today?

Long live the Mighty Q.
Fred



To: EllieMae who wrote (9628)11/6/1999 6:31:00 AM
From: Fred Davis  Read Replies (4) | Respond to of 54805
 
Hello,

I've been attempting to catch up on the great reading and advice that this thread has to offer. I stumbled upon this thread by going through the hot list.

It has been a long term desire for all investors to find the next MSFT that can swell their portfolio the way the king of software has and I believe this thread offers the technique to make us all very wealthy. Thanks to all whom have contributed to make a great thread.

I have been attempting to build a gorilla portfolio of my own since July. After reading this thread and seeing the market reaction to the wired world of the techs, I'm sure I need to readjust some of my holdings.

I bought a few shares of QCOM yesterday at 276 and jumped in at the close for a few more at 292. Q is now my largest holding. I also still own MSFT, AOL and WMT. Probably need to kick out WMT and buy more AOL or QCOM.

I am starting with only 10,000 capital and unable to buy blocks. Hopefully I can continue to pick up a little at a time and be on my way to financial freedom. Sorry for the long post and thanks again.

Fred



To: EllieMae who wrote (9628)11/6/1999 6:41:00 AM
From: bobkansas  Read Replies (1) | Respond to of 54805
 
Sort of off topic-Here I am on vacation in Denver, Colo. (actually near the Littleton High School-beautiful High School campus and surrounding area-if school shootings can happen here, they can happen ANYWHERE). Morbid thoughts for 4 a.m. on a Saturday and while on vacation of all things. Ate at a great restuarant with wife and good friends last night. Movie times not good so spend time at nearby Barnes & Noble Bookstore. Anyway, I want to post the following observations, etc. that you might find worth thinking about.

I want to thank all the regular posters on this thread as I have learned much from all of them. EllieMae, you may not have access to a copier but keep in mind that there is great wisdom on this and other threads here at SI. BTW, very wise move on SFTBF. I hate to say it, but I love that stock. Sorry, getting off track again.

When reading my favorite threads on SI, I always have a pen and paper with me. I note any interesting ticker symbols I want to follow up on for DD. I note any posts I find valuable to ponder. I then once to several times a week run out copies of those posts and put such into notebooks. I then go back and read with a yellow highlighter marking what I REALLY, REALLY, like to learn from any post I find particularly good. Anything that addresses my own greed and fear is what I really like.

I then use those 3M color tabs and mark only the best posts with different colors. For me, purple is for an investment or trading tip, orange for any company that is refered to in a post I just have to note for review, and lastly, green for thoughts in great posts that note the stock market in general.

After doing this I will approx. monthly or every other month go back into the notebooks and read only what is tapped (sometimes only one color). I jot down any great thoughts (assuming I have any) and ponder.

This is a lot of work but very, very valuable for me in keeping on track for both investing side of me and the trading side of me. You may not find any of the above helpful at all, but I thought I would share this in case it is helpful. JMHO as to what helps me.

Whatever helps you and no one else is what you need to focus on. Lastly, reading all the posts on a good thread can be very valuable. I did it for this thread (took a little time every day for months) and learned tons. Also, it taught me great respect for the thought and opinions of certain individuals.

BOB