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


To: tekboy who wrote (33986)10/28/2000 7:06:59 PM
From: Rick  Respond to of 54805
 
Barron's has an interesting chart on page f8:

Optical Woes.
....The average tech fund is down 11.11% this year, the second-worst performance of any type of U.S. Mutual Fund.

name:............................YTD.
T. Rowe Price Science & Tech....-14.75%
Fidelity Select Electronics......+3.96%
Janus Global Tech...............-14.42%
Fidelity Select Tech.............+7.73%
Alliance Tech....................-7.21%
Seligman Commun & Info..........-23.48%
Invesco Tech.....................+5.72%
Firsthand Tech Value............+14.57%
Kemper Tech......................-0.78%
Waddell & Reed Adv. Sci & Tech...-5.81%
---------------------------------------------

Compare this to:

GKI..............................+33.7%
WW...............................+29.8%
Doubles..........................+12.3%

The GKI rate is more than double the best listed fund.

- Fred



To: tekboy who wrote (33986)10/28/2000 8:04:42 PM
From: tinkershaw  Read Replies (1) | Respond to of 54805
 
I sold qcom about eight weeks ago. Congrats to those who have it. I don't see qcom as a gorilla... How do they dominate the industry covered by nokia mo. etc. I think we are getting ahead of ourselves.

That's the one. Durn search feature. I spent over an hour trudging through all of Feburary, March and April 1999 by hand, how'd I miss that one?

Okay, I take back the sad story, more like pitifully arrogant. Come to think of it I read that post and skipped right over it last night, probably twice. Dag garn it. March 26, 1999. A date which will live in infamy!

Yes I would like Mr. Carragher's opinion on the matter.

Thank you Sir archivist of the thread Tekboy and thrice scorned Bus holder.

Tinker
Hey Tekboy I got some Globalstar shares to sell you out at my Florida swamp property. A real steal too....