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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (43284)	6/7/2001 2:22:51 AM
From: chaz	Read Replies (3) of 54805

a disciplined approach... ...and that would be??? TMH observes that we're all marching to slightly different drummers...so I wonder what a one-size-fits-all approach is going to look like. GM introduced some selling notions when he talked about selling within a basket, and buying more of those remaining. Pretty decent guidance, and I think most of us would agree. What he doesn't talk about is when to cashier a whole basket, or groups of baskets. It seems however that most of us on the thread aren't buying baskets and really never did. We cherry picked instead, and relied on the chasm/tornado metaphor, which served us pretty well on the upside. This downturn has been a macro event...well beyond the scope of TFM. It's also been a backward selloff...led by a downfall in corporate spending, not consumer spending. How could any of us have seen that? Chaz

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