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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: StockHawk who wrote (9809)	11/6/1999 9:34:00 PM
From: Uncle Frank	Read Replies (4) of 54805

>> Now that the public portfolios are working again, and since we are approaching a new year, do you think we should revise the portfolio holdings. There are a lot of changes I think need to be made in the G&K Index, but we decided a month or so ago to leave the index intact until the end of the year to maintain integrity of our total ytd returns. I made an exception with Siebel since Merlin has been championing it for so long and his contentions are proving out so well. But I thought we'd leave wholesale re-evaluation as a year end project. If the thread disagrees with this approach, I'll be happy to accommodate. Frank

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