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

To: tinkershaw who wrote (27574)	7/10/2000 12:28:59 AM
From: tinkershaw	Read Replies (2) \| Respond to of 54805

WARNING: I have found a trend that I have made a killing ONLY when I've been very disciplined and stuck to the BRCM's, Qs and RMBS of the world. Everytime I go for one of those LSHPs, INTFs or other lesser entity, momentum type plays, very tiny, tiny little shiny pebbles, etc., I inevitably lose. So for me it only works when I'm very disciplined and the companies I deal in are of the highest caliber, most powerful sort in the world. So my experience would not advise a market timing, trading approach. But rather a limited universe of stocks from which compelling opportunity occasionally (but rather frequently) arises. My latest buy was AMCC at $89. Stayed disciplined, saw compelling opportunity based on the factors and criteria in my last post, and I jumped. Being conservatively aggressive. Tinker