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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: StockHawk who wrote (22332)4/5/2000 10:02:00 PM
From: Eric L  Read Replies (1) of 54805
 
Hi StockHawk,

<< We are fortunate to have found the game and this thread >>

That is the way I feel. Good Game. Very sound investment theory, even if not entirely back tested. Great People Here.

<< PS: Eric, what did you sell at 99? >>

I may not have stated that too clearly (hardly the first time).

What I said was:

"I got out of WIND at end of 99 (a good play however and still high on my watch list)"

Let me go into a little more detail:

* About 1 month after a very good presentation here on WIND, by a fellow threadster, that captured my attention, and after doing some fairly intensive DD as a result, I took an aggressive WIND starter position on 10/25/99 at $19.

* I continued to do DD. I was also doing extensive DD on GMST which I had taken an initial position in on 10/5/99.

* I exited the WIND position on 12/10/99 at $41 to add to my GMST position.

[My rationale was that although neither WIND or GMST had established gorilla credentials, and were not yet in tornado mode, that GMST had the better shot at becoming a gorilla, sooner than WIND, and more clearly than WIND].

WIND is at the top of my watch list. I have limited bandwidth and can only follow so many potential gorillas at one time.

I hope that explains what I attempted to say in my original post to DS.

- Eric -
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