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


To: Mike Buckley who wrote (11238)11/27/1999 11:28:00 AM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
>> As the person who introduced Qualcomm to this thread in the context of gorilla gaming...

and if I remember correctly, you also introduced Gemstar and recruited the consummate expert, NY Stew, to help us understand it. The two most widely held stocks for G&Kers began with your vision.

>> Achieving a 1000% gain with so many stocks makes you an investing/speculating genius in my mind.

All I can say is it takes one to know one.

uf



To: Mike Buckley who wrote (11238)11/27/1999 12:47:00 PM
From: straight life  Read Replies (1) | Respond to of 54805
 
Achieving a 1000% gain with so many stocks makes you an investing/speculating genius in my mind. Congratulations!

Coming from such a sophisticated an investor as yourself, this is an honor. An if it wasn't for your astute analysis of SEBL, I couldn't claim such an exalted number
for this year.

However, one should never confuse genius with a bull market, especially one of such tremendous power as this.

I'll tell you, 2 years ago, mired in a morass of penny stocks (which 2 years further back had rewarded me with +200% gains) I wasn't looking nearly so pretty!

Steadily buying Q all through '98 accounts for the largest
gains (although on a percentage basis, buying LWIN @ 4 7/8
was quite the stroke of luck). But mostly everything after
that is firmly informed by this thread, for which I'm humbly grateful.

Thank you all, especially for the discipline implicit in your posts, something sorely needed by a fool with stars in his eyes half the time who simply must buy or sell the latest craze (I think it's partly chemical), only to wake the next day with buyers/sellers remorse (did I mention I bot CTXS @ 98 5/8 on 11/18? I'll hold it too, mostly because of what I learned here, rather than sell it in a panicked frenzy when it preceded to plunge to what, 78?)

Thanks again.