Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Mercer-Hursh who wrote (43267)	6/6/2001 3:29:04 PM
From: Uncle Frank	Read Replies (4) of 54805

>> we regard his contribution to understand CAP and GAP very highly and, to varying degrees, choose to use this and our understanding of the TALC to guide us to companies in which we would like to invest. Very accurate assessment, but there are some areas where it is deficient due to ommissions. The fm has taught us which companies to invest in, but not when. It's totally geared towards investing with no consideration of divesting. uf

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