Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: ggamer who wrote (20464)	3/17/2000 4:37:00 PM
From: Mike Buckley	Read Replies (1) of 54805

I have another question that might be a bit too personal but I wanted to know why Uncle Frank and Mr. Buckly have not taken a position in JDSU I don't know Frank's reason, but mine is for a couple of reasons. The most important one is that I'm happy with my current portfolio positions including the allocations of them and have no need to introduce any changes. The second reason is that my strategy is to invest exclusively in Gorillas and leading Gorilla candidates, a strategy which as best I understand would not include pursuing JDSU. On that last point, no matter what strategy or combination of strategies we select, there will always be monstrous returns that we don't participate in. JDSU is a perfect example in my case. --Mike Buckley

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