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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tinkershaw who wrote (34115)10/31/2000 11:22:56 AM
From: LindyBill  Read Replies (3) of 54805
 
Tinker, UF and I have had the same take on RMBS since the start.

1) Don't get involved with a company that basically only has one customer.

2) Wait until it is much better established.

Tek just posted that he is getting back to the core G&K more and more, and so am I.

I have ate a lot of humble pie this year, and am a lot less arrogant than I was. This year has certainly been a learning experience for those of us on this board who thought we could do no wrong.
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