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

To: Bruce Brown who wrote (15620)	1/19/2000 2:16:00 PM
From: mtnlady	Respond to of 54805

No depression :-). I like those returns! My #1 JDSU (via OCLI and now ETEK), #2 SEBL, #3 NTAP, #4 CLFY (I'm holding.. I like NT) then QCOM, BRCM, and GBLX. I have smaller holdings in my watch file.. (e.g. CREE, VRTS, FDRY). I've had my losers too .. usually when I got 'greedy' and buy something without enough knowledge of the company/market. I try and keep with a 100 shares though when researching a company. That way if I pick a dud I don't get burned much. Lately though I've been pairing down my holdings. I don't want to be holding any margin going into mid feb/march time period.