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: Uncle Frank who wrote (2304)	5/28/1999 4:28:00 PM
From: DiB	Read Replies (1) \| Respond to of 54805

CMGI - 16%, QCOM - 22%, ATHM - 31% (added recently, moved some money from CSCO), CSCO - 12%, EMC - 19%. Top 3 gainers are CMGI, CSCO, and EMC.

To: Uncle Frank who wrote (2304)	5/28/1999 7:03:00 PM
From: DownSouth	Read Replies (4) \| Respond to of 54805

Here's my nasty little portfolio (rounded): CSCO 26% MSFT 14% NTAP 11% QCOM 11% INTC 11% PMCS 6.3% ATHM 6% RMBS 3.7% UNPH 3.2% AOL 2.75% MRK 2.3% EMC 2.3% WCOM 2% PFE 2% LU 1.7% DownSouth

To: Uncle Frank who wrote (2304)	5/28/1999 7:34:00 PM
From: DaveMG	Respond to of 54805

Soooooooooooooooooo Here it is.. QCOM..90% Nokia..7% TXCC..3% I didn't start out the year quite so overweight Q but through successful call buying during the big run I managed to double my position. Yes yes I know, it's a bit crazy but I'm not trading an IRA so selling is really not an alternative. Believe it ir not I initiated my position Oct 9 so it's been quite a run and I think it's very unlikely to sell off enough for me to justify selling. Besides, I still think it's the right place to be. Nokia is a very safe hardly need to think about don't stay up at night worrying about kind of holding which could grow 25-50% a year for the next few years so why not. TXCC I hardly know anything about, I bought it as as an experiment, choosing it because it seemed to be in the right place and is a high flier which had "good technicals" when I bought it. So far it's worked very well. There ya have it... Oy yea..I keep my margin powder dry for the selloffs.. Dave