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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (8943)10/27/1999 10:23:00 AM
From: Sunny   of 54805
 
uf,

I made it a point to rtfm as soon as I started following the thread. (I also found that Inside the Tornado provides an excellent model for introducing new products in the staid Oil field equipment business.)

I believe LB proposed that new comers that adopted the thread started shedding their misc. stocks and buying G&K stocks and shedding their disparate others. Well, I already held several of those on the list (QCOM, EMC, MSFT), shed most of the misc ones and added GMST and SEBL bought and sold RMBS but I have held on to CYMI.

I still think it has a compelling story, so I wanted to shared it with my friends. I'll let it drop so the discussion can continue on subject and on track.

Sunny
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