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

To: tekboy who wrote (29172)	8/1/2000 8:33:54 AM
From: Apollo	Respond to of 54805

any recent screw-ups of yours we can learn from? Nope. I try to average no more than 1 screw-up per year. My screw-ups the last 3 years were: 1. Selling Cisco 2. Buying Rambus early last year, and underestimating the FUD, and not being to distinguish for myself the difference between FUD and reality. 3. Buying INTF this March/April in a fit of greed and impulse buying, without knowing either the company or management. This was very different from my usual approach. Everything else is ducky......INTC, EMC, NTAP, JDSU, GMST, SNDK, and QCOM. It's too early to say, but I think the best thing I have done this year is to have held on to my disproportionately weighted Qcom shares based on a continuation of the fundamentals, without regard to the "noise". So my portfolio this year is wrecked on face value, but I think the companies are outstanding, and share price will eventually reflect that. Because I'm not a trader, but LTB&H, I reduce both my tax consequences and the likelihood of "screw-ups". That's why I enjoy following your posts.....because of your greater activity, I think we all have more to learn from you. <vbg> And to your credit, like Lindy, you share with us the good and the bad, so we can learn as a community. I wish we could learn the good and the bad from people who trade more actively, like Frenchie. I usually only read the good on the various threads by the traders; not see much bad news posted. Apollo