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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (47183)	9/28/2001 4:11:27 PM
From: Stock Farmer	Read Replies (1) of 54805

Hi chaz - I happen to agree very much with Mucho Maas on this one. Perhaps you [plural/thread] aren't running folks off. But then why do opinions that surface so readily on other threads show themselves so rarely here? Until recently I have been refusing invitations to post over here. Because having lurked almost since inception it was clear to me that the thread would not appreciate what I had to offer. I honestly thought I had made a mistake in doing so when I finally relented. And through that process I have learned that calling a spade "one of those cards that isn't a heart" is sometimes much, much safer. You asked: "I don't know of anyone who was warning us in March that our capital was so much at risk.". Does it need to go back to March? Because while I was learning how to adjust everyone's sound cards so that my tone was not irritating, I recall one poster put up a basket of stocks. And I captured the prices on that day. And on average since then they have been cut in half. Since July of this year. But if it's warnings in March you want, well, here's a topical post: Message 13290655 It seems this very question is on everyone's minds right now. Imagine if we'd explored it back then instead of now. I'm not criticizing. Indeed, you yourself posted Mar 30 2000 some reasoning why you didn't hold a stock (unsustainable growth rate), and yet the replies were to refute your argument. Which went quietly to bed. As that stock price was more than five times what it sells for today. Sadly, it doesn't appear that anyone was listening. To what people would only dare whisper. Not surprising few people heard. But it seems that time has passed and exogenous events have made a difference. This is brilliant insight: We held when it was really stupid. We held when not many of us would have bought more because of price/value...and that should have been our "sell" signal. And if only we could quantify the metric of "because of price/value... John.

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