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

To: mtnlady who wrote (52755)	10/9/2002 3:21:27 AM
From: que seria	Read Replies (2) \| Respond to of 54805

mtnlady: Congratulations on your prescient call 18-24 months ago that you expected to be able to buy SEBL at, I think you said, 6. I couldn't restrain myself from buying and getting stopped out a couple of times above that. There don't seem to be many real gorillas--maybe just one--as pretenders have had their pretensions stripped away in the tech climate of the last two years. Here's a chart of the one certifiable gorilla, plus INTC, CSCO and some pretenders/kings: stockcharts.com You can move the slide at the bottom of the comparison chart to adjust the time frame. It is interesting to take the start back to January or April 2000 to see comparative performance from the start of the hard decline. My goal going forward is to pick stocks and entry points that don't make the S&P look good in retrospect, as it does on this chart. I'll continue to look for shiny pebbles such as NUAN, MUSE, LBRT (none of which I've bought yet), and will buy the ultra large cap, supersized share issuers only if their prices go down to historic valuations. I'll also continue to exercise the portfolio discipline I lacked in 2000, allocating money among sectors. Best of luck and let us know what you do. PS: I offer no ideas for current buys because I'm unwilling to buy any real or potential G&K stocks in this market climate. I'll keep buying the QQQ for tech exposure as long as tech stocks keep blowing up like land mines.