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

To: DownSouth who wrote (12252)	12/7/1999 11:05:00 AM
From: Bretsky	Read Replies (1) \| Respond to of 54805

Thanks for the tips DownSouth. EMC is my fourth largest holding, behind TLAB (first stock I ever bought), CSCO, and AOL. I've been looking at NTAP and PMCS every day; HOPING to some day find a nice price to get into. Obviously been my worst strategy as of late since they've been a FLYING HIGH. I was a firm believer that we would have a pre-Y2K selloff and I'd get to find some "bargains". Now I'm a firm believer that I messed up by just not buying some of the stocks I like about a month ago. On my wishlist considerations I have EXDS, RNWK, NTAP, PMCS, INKT, NOK, and SUNW. Of those I probably prefer PMCS first and then NTAP, but the cash is low now and I don't want to sell too much of my winners right now for tax purposes. May consider trimming my TLAB to jump into some when the new year turns over. I've been listening to the tapes and am reading the GG in hopes of mastering some form of a specific strategy. I've learned so much from just reading the thread, but there is so much more. Right now I own WAY TOO MANY stocks, and in Y2K it's my hope I can learn a strategy that I'm comfortable with in terms of selling positions to successfully reinvest the $$. Still finding selling of old positions is the hardest thing to do. Best Regards, Bretsky