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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Sunny who wrote (13744)1/1/2000 1:31:00 PM
From: chaz  Read Replies (1) of 54805
 
Sunny, I have GMST 100% in my Roth, and plan to add to that position for 2000. My sense is that, as with the Q, the impact of consumer spending on this company will be simply tremendous, and for that reason, it will outperform. Not a real idea as to just when, but if early I am, then I will reap immense benefits later when it does move because my position will have been established "too early." (ggg)

When to switch? Well, I'm pretty aggressive, so if I find or conclude at some point that holding G for a two-bagger costs me participation in a probable three or four-X, I would likely rearrange the furniture. I'm in G for at least the next two years however.
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