Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mmbw who wrote (25762)	6/3/2000 3:08:00 PM
From: John Stichnoth	Read Replies (3) of 54805

I was uneasy not holding stocks I believed in Exactly. Good point. I am not sure I will go through all of that again It's a lot of work, for which you gained marginally--but also increased your "opportunity risk" (is that an acceptable term?) substantially. Did you have an indication that this past week's runup might occur about now? I certainly did not--and would conclude that your gain was "lucky", as you say. It's hard to stay fully invested, isn't it? I am amazed that Mike Buckley has been able to stay with such a small selection of stocks, without changing his position, for so long. I have not been able to stick so long with all my stocks, while the ones I have stuck with have been the best performers.

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