SI
SI
discoversearch

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: Bridge Player who wrote (54716)6/15/2004 1:29:33 PM
From: Jurgis Bekepuris  Respond to of 54805
 
Sorry, Bridge Player, I am guilty as charged, since I don't post here much either. :(

To rectify this a tiny bit, here's the update on my portfolio:

Sold all ARMHY - mostly on valuation, but also because I needed cash.
Hold some MSFT - valuation discussion on "Value Investing" forum starting from post 18202 (http://www.siliconinvestor.com/readmsg.aspx?msgid=19609181)

The only other possibly relevant company that I hold is CHKP and I am thinking of selling it due to high valuation.

Otherwise, I am following the highly hyped (and overpriced, IMHO) IPO of Google, but then it is not a Gorilla (maybe a King?).

Hope this provides a little bit of discussion here.

Jurgis



To: Bridge Player who wrote (54716)6/15/2004 1:34:26 PM
From: Jurgis Bekepuris  Respond to of 54805
 
Noticed your edit on Sandisk. Unfortunately, I am not interested in it, since I believe it is a commodity play. It has very patchy profitability and ROE history that I don't expect to change. In essence, sorry, I am not interested.

Jurgis


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News