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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: t36 who wrote (10218)11/13/1999 12:06:00 AM
From: William  Read Replies (3) of 54805
 
Sue -
May I recommend a large dose of caution when considering WIND. Consider from the W&W portfolio:
WIND 29 3/16 +1 1/16 210.526 29 3/4 - 27 5/8 826 10,000 6,145 -3,855 -38.6%

That reads DOWN 38 percent YTD. I added to my WIND position in January at $34. I had been in it since before they landed on Mars. Got out in the high teens, on its way under $12. Now it has come back a lot, and maybe the new CEO will make it work, but that plunge hurt. Every time Mr Softy speaks the
CE stuff, WIND gets a chill. Folks just don't want to vote against dollar Bill. I like WINDs product, think it kicks butt to CE, but won't be buying the stock again. You may want to go back on the WIND thread and read some posts around the beginning of the year to get an idea of what things were like.
On the other hand, I bought some GMST here a couple months ago at 66 when a bunch of others here also bought. I see it taking a couple of years to reach 800 pounds, but then our March/April buys of (pre split) Q just hit the 800 pounds mark today.
Or you could buy a bit more Q. I added a small odd lot on 11/2 at 221 and look what it has done. You don't have to buy 100's.

Good investing,

William
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