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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (11253)11/27/1999 6:11:00 PM
From: djweiland  Read Replies (1) of 54805
 
interesting post. However, I think you should pause on the first point. I played along with your game as a lurker back when it resided on the fool. I favored the basket approach, but modified it by my valuation model that lowers risk. Remember, we discussed this back then. The result is I purchased the basket of CRM companies that you were following, but not at the same time period. entry points--SEBL 17 AND 34(pre split), CLFY 10, RMDY 12, and VNTV 7.5. Note that my best return to date is in CLFY. I still hold all positions because I don't think the game is over. Hence it appears to me that the original gg premise of a basket of stocks is validated by this front office game. The questions that you asked in the post are indeed the correct ones to define potential upside. I submit that you need an equally analytical approach to define the down side.
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