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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: richardmacintyre who wrote (23253)4/22/2000 1:50:00 AM
From: Uncle Frank   of 54805
 
>> I'd love to see how the thread would rank the valuations of the
G&K's based on Thursday's closing price -- including Uncle Frank if possible.

I'll leave the valuation exercise to Merlin; he's simply the best.
But I'll be happy to list my holdings and current allocations. 


QCOM     45%     Gorilla entering 2nd Tornado
CSCO     15%     Gorilla.  Best managed company in the world.
NTAP     16%     King in raging Tornado
GMST     10%     Primate awaiting Tornado
SEBL     11%     Gorilla in Tornado
QQQ       6%     My version of a money market
INTC      2%     Main Street Gorilla looking for new Tornado
CASH     -5%     Tax balancing


uf
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