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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote ()11/29/1999 10:19:00 AM
From: Apollo  Read Replies (1) of 54805
 
Portfolio Survey for G & K Thread

I.M.F. and Rose were kind enough to mention some missing stocks from the submissions. I am sure that, as an Excel spreadsheet amateur, I probably dropped a couple columns when re-sorting columns to align stocks by frequency held. Too much pasting, etc. I have updated the Survey, both by re-including the stocks they mentioned, GLBX & ARMHY, and by adding in another 4 portfolios submitted after I closed the survey Friday morning. This brings us to 71 submitted portfolios. I will post the updated Survey with my next post.

The essential findings are the same, except that Global Crossing assumes a more important position as widely held, though not very heavily held.

Again, for all who were kind enough to take a moment to thank me publicly or privately, please know it was much appreciated. What a pleasure to be able to give a little something back to a great thread.

Apollo
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