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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: saukriver who wrote (30981)9/2/2000 9:54:21 PM
From: Uncle Frank  Read Replies (3) of 54805
 
>> Some decision must have been reached to include it in the Watch & Wait portfolio.

That's a reasonable assumption. Might I suggest you search in the November/December time period to review that discussion, or ask Sir Chartmeister directly. I said I didn't recall a consensus, not that there wasn't one.

I have to admit I'm reserved about wind, Saukie. Based on very positive expectations posted here, I bought a slug of calls on them at the beginning of March. The following earnings report was lackluster, and I watched them expire worthless in May. It's hard to get enthusiastic about a possible upcoming tornado given that history. I'll wait for confirmation first.

uf
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