SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Brown who wrote (15785)1/20/2000 4:45:00 PM
From: mtnlady  Respond to of 54805
 
Thanks Bruce for the b2b update. I'm printing it off now and will begin to do some serious study on these. I haven't moved into the b2b sector yet - outside of siebel. I seem to do best when I keep a small handful of stocks as my primary holdings - and get to know them very well. Then I start adding to the fringes (e.g. CREE and some b2b folks now). I think I will wait for the next serious market down turn to do more serious investing but I will start a small hundred share basket of these 3 now and get serious with my DD.



To: Bruce Brown who wrote (15785)1/20/2000 7:09:00 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
Pick 2-3 stocks to cover the entire B2B sector? What kind of basket is that?

Knowing how many stocks are in Bruce's portfolio, he wouldn't buy a basket of two or three. He'd buy a shopping cart of 10 or 15 as a small, entry-level portion of his positions. :)

--Mike Buckley


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News