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


To: DownSouth who wrote (20898)3/21/2000 9:55:00 AM
From: Mike Buckley  Respond to of 54805
 
Keep in mind that Jubak is a "buy and sell" kinda guy, so his strategy is not exactly ggaming, but his opinion is interesting from our point of view.

Jubak's track record regarding his observations of Citrix over time would be the best evidence imaginable that he should switch from his buy-and-sell mentality to a buy-and-hold mentality.

--Mike Buckley



To: DownSouth who wrote (20898)3/21/2000 9:56:00 AM
From: Bretsky  Read Replies (1) | Respond to of 54805
 
I'm a diehard Jubak reader, but from a longs view. He is good at doing fundamental analysis; his timing isn't always great, but overall his picks do VERY WELL a month after he chooses them. That being said, do you think NTAP is on a fire sale right now ?? I show it at 166 and am thinking about adding ?

Bretsky



To: DownSouth who wrote (20898)3/21/2000 11:41:00 AM
From: 993racer  Respond to of 54805
 
Most brokerages are increasing margin requirements for many gorillas (& Candidates) like NTAP, JDSU, CREE, QCOM etc

These 60 + 70% requirements are also reason for increased margin calls and the vicious cycles it entails.

hold on and prosper
vroom
racer