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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: hueyone who wrote (43706)6/20/2001 10:22:36 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Huey,

Let me get this straight, if John Shannon sells a company due to a change in his perceived merit of the company, it is a market timing event

No, that's not the context of my comment. The context was that John was selling at one price with the expectation of buying back at a lower price. For me, that's market timing.

or you sell Sandisk because you don't think it is living up to Gorilla watch and wait standards, it isn't market timing?

No, not in my mind. It was using Rules #1 - #10, which in my mind has nothing to do with market timing insofar as the generally accepted use of the term is concerned.

You'll probably remember that we had a very recent discussion about various perceptions of what constitutes and doesn't constitute market timing. I can't add anything more of substance and I'd feel more comfortable that Frank and tekboy address the issues they brought to light.

As a reminder, I hope to hear from you about:

Message 15967765

Thanks!

--Mike Buckley
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