Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Boa Babe who wrote (22737)	4/14/2000 12:34:00 PM
From: MulhollandDrive	Read Replies (1) of 54805

jazz, >>Nothing has changed with the fundamentals of our Gs and Ks or the economy. << At this point I'm not convinced of that. If our economy is headed for recession, (no soft landing) then the fundamentals of the G's are impacted. Yes, I believe they will perform better than most, but they will not be immune to a protracted bear. The other point to remember is that the stocks that are "still standing" are providing liquidity for the market, that's why I don't think this will not be over until we see a final capitulation on the leaders. It could be today, and yet if we get another round of unfriendly inflation numbers in May I believe any further rallies will get sold. bp

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