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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Dr. Id who wrote (12787)12/14/1999 10:31:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
JDB,

I'm very confused about Moore's comment. He wrote, "But I think we can play godzilla games using the same buy the basket approach and consolidating in the godzilla as soon as it emerges."

That is exactly the opposite approach toward Godzilla games that he recommends on page 343 of the revised manual. There he writes, "Don't buy baskets," and explains the reasons in the paragraph that follows.

You might want to ask him how he squares the two contradictory comments.

--Mike Buckley
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