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


To: TigerPaw who wrote (33868)10/27/2000 12:22:12 AM
From: kumar  Read Replies (1) | Respond to of 54805
 
I thought the "dead line" (no pun intended) was 10/31 ?



To: TigerPaw who wrote (33868)10/27/2000 2:14:42 AM
From: mtnlady  Read Replies (1) | Respond to of 54805
 
Siebel is the only stock I track that hasn't been decked. Fiber optics, wireless, storage.. all great sectors. All got whacked. Siebel is the only one left standing. Right now they are 20 points above their low last down turn we had and only about 10 points away from their all time high. Anyone have any thoughts on this? Is it because CRM is still a relatively 'unkown'? Is it because Siebel has the CRM field pretty much to themselves so the only thing to go 'bump' in the night is themselves or the sector in general? (i.e. no competitors 'gottcha' is going to bother them that much) Or is it because Siebel is going to be the one of the strongest leaders of the next surge? Or all of the above? Anyone have any thoughts? The more I talk about my fav the more I keep thinking it's wisest to keep my money primarly in here.

This my sound pretty stupid but I run a charity with the money I made last year (and part of this year). That charity was funded with stock from my portfolio. It started with OCLI stock that became JDSU. I felt *led* to sell the JDSU stock quite awhile ago. Sense then JDSU has never come back to it's previous highs. I invested the money into SEBL and even though I've been sorely tempted to use the money elsewhere during this year I've stayed with SEBL until today when I took a small portion and invested it into SDLI for a *quick buck*. When I sell all of that money will go right back into SEBL again. Needless to say the charity has done very, very well this year even though I, personally, have not.

I am beginning to believe this *left brain vs. right brain stuff* and I tell you what. When I'm tempted to buy something for my personnel portfolio I always ask myself 'gee would you do that with the charity's money?'. I am learning to go with whatever I would do for the charity. Without fail, when I've done something in my personnel account that I didn't feel 'ok' to do in the charity's account I have lost money. Maybe soon I will wake up and follow my *gut* and less my *logical side*.