Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (35531)	11/28/2000 5:10:58 PM
From: Judith Williams	Read Replies (2) of 54805

As a result of reading a certain FM, relating it to my own career experience, and keeping up with a certain thread with 35,000 posts, plus my own limited attempts at indepth dd, I can say I am comfortable with all my stock purchases. Me too. It's the market that gives me the willies. While we all would have profited more in the last quarter or so by being heavily invested in utilities, what kind of curiosity would those positions have spurred? One aspect of dd that often gets overlooked is that it should be rewarding on multiple dimensions. The diversity within the various G&K technology worlds is exciting intellectually and after the wild ride last year perhaps for a bit that will have to be solace for the steep declines. I remain convinced that new ideas and new technologies will drive future developments. Plus, they are just plain fun to puzzle through. Judith

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