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

To: Uncle Frank who wrote (1606)	4/30/1999 10:22:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Thanks for the encouragement, Unc. I have a long term horizon (5-10 years), but I am finding my investment style changing drastically. I have moved from a "dogs of the dow" strategy, to a blue chip strategy (including tech gorillas), to an "emerging gorilla strategy". My holdings in CSCO, INTC, and MSFT still represent 35% of my portfolio. But NTAP, QCOM, PMCS, UNPH, ATHM, RMBS <g> represent 40%. I am making weekly adjustments, feeding the winners. I sometimes fear that I am panic buying, but I know that I am spending a lot of time with dd and observing what seems to be some ideas on SI (especially G&K) that create a sense of organic intuition ahead of the market by weeks and months. I am blabbering, I know, but I have been meaning to express my appreciation for your creation and "nurturing" of this important thread.