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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (21918)3/31/2000 6:47:00 PM
From: LindyBill  Read Replies (2) of 54805
 
RE: The Market

What a week! down 20% for the week, as we all are. The light at the end of the tunnel is the money that keeps pouring into the mutual funds to buy our stocks. Eventually, the funds have to get out of the MM and come back to us. They have no choice if they want to keep the money coming in.

RE: The Gorilla game

If I had sold 75% of my qualcomm on Jan 1st, and put 1/3 each into CSCO, MSFT, and INTC, my portfolio would be up about 19% for the year.

Have you done as well or better?

I have not.

RE: Biotechs

If a company comes up with a cure for the common cold, You can forget about it becoming a Gorilla. Clinton and company would be on TV the next day insisting that if be given free to the world. I own one Biotech, and it got hammered, for no good reason, the last time Clinton spouted off.

CINCINNATI: For any of you who live in that area, I will be dancing at the Wyoming Civic Center next weekend, March 7th and 8th.
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