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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (33307)	10/18/2000 12:30:29 PM
From: tekboy	Read Replies (1) of 54805

Yesterday I found myself having lunch with a very big name in the investing world, where he opined that given the uncertainties ahead, the high valuations still prevalent, etc. etc., this was a classic "stock-pickers market" where disciplined selection would be the key to success. Yeah, well, we've all heard that before, but the performance of many of our faves recently has borne that out, I think, and is a great tribute to this thread. Take a look at this chart showing the performance of the G&K stocks in my portfolio since I started hanging with you guys last September: siliconinvestor.com not bad, eh? well, if the bigshot was right, then we should do even better (at least in relative terms) this year, since the coming days might put a still higher premium on selection... tekboy/Ares@thanks.com

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