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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (4197)7/24/1999 8:09:00 AM
From: DownSouth   of 54805
 
Unq, thanks for the message from "the South", however, we don't really consider Palm Beach part of the region. Any place south of Tallahassee is an annex of "the North", so I don't expect you found any real good grits. <g>

I was in DC and NYC on Thursday and Friday, so I was incommunicado. Watched Q only from a distance. Q is now my my top holding at 30%, since I converted RMBS.

Market is certainly fickle. I expect it will continue to behave like a school of fish for a few more weeks. Looking forward to the inflow of cash that inevitably happens beginning in October, as folks fatten up their IRAs and 401(k)s.
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