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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (6394)	9/15/1999 8:54:00 AM
From: Apollo	Read Replies (1) of 54805

Sir Dancelot, you have every right to "time" the market. But recently, you said this......... >>>To: SpudFarmer who wrote (39551) From: LindyBill Thursday, Sep 2 1999 1:06PM ET Reply # of 40704 Re: Price of Q 9/00..400 9/01..800 <<<<<<<<<<< By 9/01, you would have over $4 million in Q; why bother trying to time and score $20-50K, or alternatively lose the same? I'm having a little trouble understanding the risk/benefit equation here. That's the part I don't get, especially since the fundamentals have not changed. Either you're bored and looking for more action, or you broke your legs and are on the sidelines at the dance halls, or else you have a shrewd view of things that escapes me. JMHO; if you're bored as I know I might be, then I wonder if that may speak to not having a single stock portfolio. For example, < 5% of my portfolio is in Gemstar, Exodus and Digital Island combined. These are not gorillas and aren't even close to crossing a chasm. But I like their niches, particularly with my interest in participating in the B2C and B2B growth. The investments force me to stay tuned in, and to learn. Apollo

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