Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tekboy who wrote (34930)	11/16/2000 3:03:12 PM
From: Bruce Brown	Respond to of 54805

did you/she consider GMST? If so, at what price did you see it as attractive? Plus, what price did she get her ITWO at? it dropped pretty darn low there for a few hours... Tekboy - it wasn't a great timing thing. My wife collects her income about once every two months. Then the portion that is saved for her investing is sent to the brokerage house and once it's there I buy additional shares for her strictly using the dollar cost average method - although in her case it is once every two months rather than every month because of the way her taxes are set up here in "the hills are alive" country. It just so happened that Monday was a good day for dollar cost averaging for her September/October savings that finally made it over to your side of the pond and into her money market account. i2, BEA Systems and Siebel shares were added because the girl needed some more shares of network application favorites. That was before the Gemstar 'blow up' which is not a stock in her portfolio anyway. i2 was purchased near the close on Monday. It was all purchased to be held for many years, so the strategy is that "it will all come out in the wash" so to speak. In the case of Gemstar, May/June/July and this week all appeared attractive to me given the valuation it hit during April as well as this autumn before correcting. Once again, I own shares of Gemstar purchased last year with the strategy of holding for the longer term. It sits squarely in the unique position of a godzilla/gorilla candidate. As a godzilla, it has outperformed Yahoo!, America Online, eBay and DoubleClick during that time frame. BB