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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: unclewest who wrote (16923)	4/29/2000 5:59:00 PM
From: mtnlady	Read Replies (1) \| Respond to of 35685

I agree UW about CREE in the long haul. Just wish I had more resources right now to spread around! The way I look at it is this.. Who has the best chance of another 20% gain and is a rock solid company? NTAP @72 * 20% gain puts them at approx. $86-$87 very possible ST SEBL @122 * 20% gain puts them at approx. $145-$147 very possible ST NT @112 * 20% gain puts them at approx. $136-138 .. a stretch... maybe a 10-%15 gain is more likely but highly possible. Very safe and good company in an excellent market. JDSU @$103 * 20% gain puts them at approx. $120-125.. little further of a stretch ST but quiet possible with this fast moving stock CREE @$144 * 20% gain puts them at approx. $170-175.. this is a stretch in the ST. Very possible though. CREE has shown excellent strength during this turbulant period. ELON @$32-33 * 20% gain puts them at $38-39.. This is the easiest 20% gain out there.. BUT (!) ELON is barely across the chasm in one market sector (mfg. building sector) and not across the chasm in their home products arena... In short.. biggest gain possible but also the biggest risk. Now the $$ question.. where do you put your $ in the ST? What about the LT? If you have 1 bullet to fire (i.e. you can only pick one company) in the ST who do you pick? What about the LT? If your unsure about the market's direction in the very ST now ask yourself which one of these has the safest 10% possibility AND is something you wouldn't mind holding in the LT. Obviously this is not 'pure' G&K at work here as I am looking to build up my portfolio's value ST (with selling some of the shares/calls etc..) while slowly adding back the solid G&K stocks for the long haul.