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

To: tekboy who wrote (28539)	7/22/2000 10:44:49 PM
From: KevRupert	Respond to of 54805

Value Line: I received my Value Line today. The publication began coverage of CREE with the 7/21/2000 issue. It's worth a trip to the library, because there is also coverage (in this issue) of JDSU, SDLI, INTC, PMCS, AMAT, EMC, NTAP, SNDK, ITWO, GMST, RMBS. These stocks have a lot of exposure on this thread. I find it very useful to have, at hand, the one-page financial summary that Value Line offers.

To: tekboy who wrote (28539)	7/23/2000 1:33:03 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Bruce, are you now issuing special BB holders, like Lehman, Merrill, and the others? LOL! Ha! Not in this life. I'm running a little exercise over at the Fool with a well known Dell bear who 'dared' me to choose Dell as an investment. I always welcome a 'dare' like that. It's based on the premise of choosing a mix of 10 primarily mid sized and large-caps that were not 'mega' large-cap companies with fair to excellent growth potential and holding them for ten years. No trading allowed, no selling allowed. It's simply an experiment to track as a learning exercise based on Tom Gardner's Simpleton Portfolio which began in July of 1995. Our experiment began on June 7 of 2000 and will end in 2010. Dell is the best performing stock to date after the first 5 years of the Simpleton experiment and hence the dare was would I still choose it if beginning a new ten year portfolio. I chose yes to have an ancor with a lower growth rate, but excellent fundamental numbers underneath to balance out some of the younger choices in my ten. My ten for the experiment were (up 33.7% to date): Ariba, Brocade, Broadcom, Dell, Gemstar, i2, Network Appliance, Qualcom, Redback, Siebel (Best performer - Ariba up 77.3%/Worst - Qualcomm down 3.5% and the Dell dare is up 22.7% to date) The Dell bear's choices were (up 10.1% to date): Amgen, Circuit City, Costco, Geron, Home Depot, Intuit, Microsoft, Nortel, Nextel and Qualcomm (Best performer - Nextel up 58.5%/Worst - CC down 35.5%) It's not a competition, but a learning exercise and I actually am friendly with the Dell bear via email who is a top notch accountant and a man of strong faith. Tekboy, I'm not sure you could digest a ten stocks for ten years with no trading, no options, no selling strategy. However, you might want to set up an additional 'play money' tracking portfolio here at SI with $10K in each of ten stocks and let it sit for ten years to see how well you do. BB