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

To: TigerPaw who wrote (22285)	4/5/2000 1:33:00 AM
From: freeus	Read Replies (1) \| Respond to of 54805

respeculative Well I didn't read that post as speculative: it said he expects the stocks he keeps in his portfolio to appreciate significantly. That sounds like long term core holdings. In fact that 's why we are looking for gorilla candidates. Freeus

To: TigerPaw who wrote (22285)	4/5/2000 2:08:00 AM
From: shamsaee	Respond to of 54805

What one might consider speculative is another investors longterm/core holding.Take a look at Gilders list and you see some very high valuations on some of his picks.Maybe I personally don't buy into the stock because, I feel its too speculative however The Gilder followers will argue the opposite. Another example are our shiny pebbles which I have decided,I will not touch again.

To: TigerPaw who wrote (22285)	4/5/2000 3:13:00 AM
From: BDR	Read Replies (1) \| Respond to of 54805

<<My armchair opinion is that you have no core account, everything is speculative, and that is gambling - not investing. >> You know my portfolio. Your profile lists your favorite stocks as Dell, IBM, EMC, JDSU, QCOM, CSCO. No, I do not have bonds or Dow30 stocks in the mix and I have only a small amount of cash. What do you consider your "core account"? The half we don't hold in common- IBM, DELL, EMC? I have written covered calls in the past but would not do so now on most of my present holdings because I do not want to be called out. My ability to predict short term moves is not good. I must be missing your point or not communicating mine. Perhaps it is my use of the term "significantly". I am not looking for each of my holdings to repeat last year's run by QCOM. I am stunned to find that I have some that have even doubled in less than a year. Your dismissive, arrogant tone suggests to me that you have the comfort of either a high current income or a substantial portfolio. I don't feel I have the luxury of either and so I worry. If it bothers, and clearly it does, I will take my petty concerns elsewhere.