Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Apollo who wrote (23734)	4/27/2000 4:39:00 PM
From: johnb	Respond to of 54805

Delurking for my initial post. First thanks to all the Elders for all their information. Here's what mine looks like: EMC 13.3 JDSU 11.0 (Roth) CSCO 9.72(Roth) SEBL 9.3 (Roth) CREE 3.7 NTAP 3.0 (Roth) ELON 2.5 (Roth) CMGI 2.0 Cash 45 (actual cash is 1%--this is Red Oak 14%, QQQ 13%, Janus Overseas 10% (the last holdover along with CSCO of my "diversified" portfolio of two years ago) and MFS Cap Opp 7% (401K) Best chance to double: CREE.

To: Apollo who wrote (23734)	4/27/2000 6:57:00 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

Not to make life more difficult .... but it might be interesting the next time around to get people to make some classification of their "style" re GG, i.e., pure gorilla, mid-tornado, bowling alley, etc. as their preferred entry point. I am certainly seeing some portfolios come by that are chockfull of Shiny Pebbles ... and not what I would consider a real GGamer. I think of this particularly since a correspondent of mine who is not currently following GG, cited the case of a friend who seems to be a bit of a lurker, but who appears not to have read the book and who seems to be cherry-picking promising Shiny Pebbles without understanding why this is risky. This friend has lost a bit of money lately on these investments ... hardly surprising all in all ... and thus is questioning this board as a source of "hot tips". Of course, the real answer is that this isn't a place for hot tips, but I would hate to encourage this sort of behavior by publishing an "average" portfolio that included large amounts of Shiny Pebbles, since I don't believe this represents the dominant thinking of this thread.

To: Apollo who wrote (23734)	4/27/2000 9:45:00 PM
From: denkat	Respond to of 54805

Responding to survey: NTAP 32% QCOM 19% JDSU 16% BRCM 14% CSCO 11% CREE 7% ITWO 1% Cash 0% Mostly likely to double: NTAP Rationale: Storage seems to be a high-growth market with a seemingly endless demand for the product. NTAP is a king in this market of network attached storage, the superior disruptive technology and growing fast. The word seems to be getting out. I believe their sales and earnings will grow in a dramatic fashion. The market seems to be learning about them and valuing the stock. While volatile, it seems to grow fast.

To: Apollo who wrote (23734)	4/28/2000 12:45:00 PM
From: hueyone	Respond to of 54805

Apollo, Thank you very much for doing the portfolio survey. As a relatively new thread member, I am still patiently reconfiguring my portfolio, but here is what I have as of yesterday's close: BRKa 23.4% (from the eighties) C 4.3% EMC 3.7% CSCO 3.4% WIND 3.0% SEBL 2.4% MSFT 2.3% INTC 2.1% Cree 1.8% GMST 1.6% NT 1.5% QCOM 1.4% NTAP 1.3% LSI 1.0% RFMD 0.9% LHSP 0.6% Cash and MFs 45.1% Single best pick for price/safety to double over next 12 months? WIND of course. WIND is now superbly positioned to take advantage of accelerating growth in internet, telecom and datacom infrastructure. Big name customers include CSCO, NT, LU, QCOM, MOT, INTC, and IBM. Whereas many of our companies already have expectations for fantastic future performance built in to their stock prices, WIND does not. WIND has tremendous upside and very little downside. Best Regards, Huey