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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: LindyBill who wrote (16082)1/23/2000 6:47:00 PM
From: DaYooper  Read Replies (2) of 54805
 
Lindy and Mike,

I've been reading and learning from you guys for nearly a year now. While I understand you both love gorilla gaming for it's most conservative approach to high growth, I've never before sensed such capital preservation concerns as with todays posts.

The last time, Lindy, that you "cashed in" for some living expenses seems like you took about six months worth. Now you are liquidating fully five years of living expenses? Have you considered cashing in a year's worth of Q each January on earnings report day? Or, at a minimum, doing two years worth this year and another two years worth in 2002?

And Mike, what are your thoughts behind:

But I hope you also take some money off the table for total safety in the relatively short term.

I read that to reasonably suggest having cash on hand for the next six or twelve months. Or do you truly feel a professional investor, (which I'm not) should have five to seven years of cash living expenses on hand?

Both you guys are excellent valuation hounds and I'm wondering if you are feeling uncomfortable with current valuation levels of the market or with Q.

More specifically, seems to me like we are almost one year into a minimum four or five year tornado. I cannot imagine Q having less market cap next January than today. Do you guys see it any differently?

Still reading and learning. Many thanks, Rory
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