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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tekboy who wrote (8963)10/27/1999 10:54:00 AM
From: Apollo  Read Replies (1) of 54805
 
Tekkie:

I am LTBH; therefore, am generally cashless; invest usually within a few days to weeks of coming into new funds. Not patient enough, or smart enough, or Voltaire-enough to be able to predict new market entry points. I am impressed with some others elsewhere on SI, like BP, Gregory Mull., etc. who have stated in Aug and Sept how they were going to large cash positions largely in anticipation of Oct. difficulties. I am sure they have gotten some good deals this year.

Have spent this year winnowing down, and now eliminating all mutual funds, and reinvesting in G & Ks.

Stan
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