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


To: StockHawk who wrote (32465)9/27/2000 11:14:09 PM
From: gdichaz  Read Replies (1) | Respond to of 54805
 
StockHawk: Hey perhaps I am not out in the wilderness quite as much as I have thought. I appreciate you well remembered thoughts.

And yes, your memory is excellent. Thanks.

But, you must admit, silence has been the main reception to my suggestion - what a year or so ago - re JDSU as king.

But then, except for Lindy's long and strong support, Kings are not really persona grata here.

BTW SFE is probably the sleeper of the three. But the Q is so far ahead of the other two for both near and long term investing, I would suggest Q uber alles or some such. The others in my "game" are good, but in a different league.

And even those who did not simply yawn re: the One Gorilla, One King, One Godzilla game will recall that the game was weighted one half QCOM, one third JDSU and one sixth SFE. That is still my judgement and my weighting.

Best.

Cha2