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


To: StockHawk who wrote (44139)7/5/2001 1:08:42 PM
From: freeus  Respond to of 54805
 
reseveral approaches
I'm afraid the last few years have definitely proved you right.
I just got into Oakmark Select just before it closed with a large part of my portfolio. I guess to be honest I expect that this is a bear market that will last another year or two so I think the "value" approach is still the place to be.
One of these months though it will be time to put some money back into techs. I'm just trying to decide whether there are any that I can "believe in" whatever that means through ups and downs...the only stock I have so far that I don't ever sell is Washington Mutual! I guess that's because every time I turn around they have put up another branch. However THAT approach can be overdone too.
The last few months of down it looks like qcom, qlgc and ccmp have held up fairly well.
I've been astonished by the collapse of shareprices of companies that appear to be doing well still...but it's amazing how bad news seems to surface after a company's price goes down...someone else knew about the bad news but we the ordinary, did not.
Freeus
Anyway I'm still attempting to choose up to five or six stocks to begin to accumulate in the next market collapse.
What to believe is the problem.