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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (3964)	7/18/1999 12:31:00 AM
From: Uncle Frank	Read Replies (1) of 54805

How are you doing, Mike? This is a tough weekend for me; I went to sleep easily enough, but woke up at about 6:00am and was disappointed that the market was closed. I had two investing buddies over last night, and we drank wine and talked about the markets <what else?>. Dale is an accountant with 30 years investing experience and is planning to close all of his positions in the next 30 days in preparation for a huge y2k induced buying opportunity. Jean-Luc, is a disciple of LindyBill's AEOB (all eggs in one basket) investing philosophy and hasn't considered the remote possibility that Q could retrace. I spoke to Jean-Luc this afternoon, and he said he had y2k nightmares <g>. Y2K strategies are an interesting topic; I'd like to get your ideas on it. Monday is like the Super Bowl for me; the composite allocations for Nancy and my portfolios features 60% Q and 15% Mr. Softee. I can't wait until the Casino opens <vbg>. Frank

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