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


To: StockHawk who wrote (31864)9/19/2000 10:35:48 AM
From: Bruce Brown  Read Replies (1) | Respond to of 54805
 
Well, I did keep 90% of it, so obviously I have not turned into a bear on this one, but I have been cautious about it. I believe their long term future is excellent, and I even think they will rebound off their current price (that is why I kept most of it), but something is reminding me of the way QCOM traded around March. After a great, long rise, it fell back, based for a while, and then failed at attempts to move up.

The balance sheet fundamentals don't even compare between the two.

BB



To: StockHawk who wrote (31864)9/19/2000 1:40:02 PM
From: Apollo  Read Replies (2) | Respond to of 54805
 
Sir Plutus, congrats on the Cool Post. <eom>



To: StockHawk who wrote (31864)9/19/2000 2:06:02 PM
From: Uncle Frank  Respond to of 54805
 
Allow me to second Apollo's commendation, Sir Plutus. Your well reasoned argument merited the recognition.

The number of Cool Posts emanating from this one thread among many clearly identifies G&K as the premiere think tank on SI, but even more importantly, the number of outstanding stock picks based on our focused approach identifies it as the finest Gorilla Game applications lab in cyberspace.

uf



To: StockHawk who wrote (31864)9/19/2000 3:30:53 PM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
Congrats, Plutus. I liked the post first time I read it.



To: StockHawk who wrote (31864)10/19/2000 5:23:53 PM
From: StockHawk  Read Replies (1) | Respond to of 54805
 
I'm much more confident in QCOM right now than JDSU

The above is from a post that was made on Sept. 19. This chart shows the relative performance over the past 30 days. (Not that 30 days means much.)

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