Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Cosmo Daisey who wrote (14159)	1/5/2000 11:10:00 AM
From: Uncle Frank	Read Replies (2) of 54805

>> Bargains galore in G&K portfolio. I'm not sure I agree with you, Cosmo. While they may seem cheap compared to recent prices, I find it hard to characterize them as bargains. I was delighted but amazed at my returns for 4Q99, and felt it likely that I might have to repay some of them. So while I have a 15% cash position at the moment (the result of Stock Replacement Therapy on Q) I will wait for some positive signals before I return to a fully invested position. The one thing I feel confident of is that Gorillas will be the surest stocks to recover quickly from any correction. uf

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