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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (22475)	4/9/2000 7:26:00 PM
From: Larry Grzemkowski	Read Replies (1) of 54805

UF Topic Risk I am going to come out of lurk mode for a bit because I feel I might have something to offer in regard to controlling risk. But first let me say that I started reading this fine thread in November 1999 while I was laid up after some surgery for a three week period. I knew about the thread because I saw a post from Mike Buckley somewhere else and I tracked him down. My investment style prior to GG was AIM (Automatic Investment Management) which is the old buy low and sell high concept and it works. My return in 1999 using this system was about 50-60%. But I always had this thing for CSCO and how it is always overvalued??? I just didnt get it! Four years ago I bought 100 shares of CSCO and it ran up 40% and I sold using TA. Boy was I smart. NOT!!! Right now I could have been sitting on 1600 shares if I was really smart. Based upon what I have read here and my analysis of what I have read my present stocks are GMST, QCOM, CSCO, SEBL, JDSU, NTAP, CREE, CTXS AND WCOM (I know don't even say it; I treat WCOM like cash and it came from the last CTXS split). I also hold SGROX AND JAOSX in my 401(k) which I still AIM. Most of you will have a hard time dealing with this but when you AIM stocks you almost look forward to a decline so you can buy more stock (from the scared) and when they go up you sell (from the greedy) until you attain a certain cash reserve. Well I still AIM SGROX AND JAOSX and I was buying last week and loved it. But I have to admit I was uneasy with my G&K stocks. Not because I had lost faith in there long term growth potential but because I couldnt buy more from the scared because I was fully invested. By the way I sold NOTHING! Well I have a plan to change that (aim those G&Ks) and I will remain a G&K investor and an AIMer. Believe me when you use AIM you gain peace of mind and it is a very good risk management tool. Do yourself a favor and check it out. Subject 12596 And to all other new folks this is the greatest thread and what makes it that is the people (its always the people). I am not going to name names you know who you are. But before you ask questions RTFM, AND DO A SEARCH OF THE THREAD FIRST. VERY BIG THANKS FOR ALL THE HIGH QUALITY ANALYSIS FROM EVERYONE Larry G Back to Lurk Mode

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