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 (51869)	7/5/2002 9:22:46 AM
From: Jurgis Bekepuris	Read Replies (1) of 54805

>aren't many of us who think that there is another 50% >to lose from current levels Depends on the stock. I did not think Intel will go down 50% when I sold part at $29. And it almost got there. In the 2002 G&K portfolio, only 1-2 companies are highly unlikely to suffer 50% loss from here. Others probably won't but the possibility is there. In the same portfolio, I don't see anything cheap enough to buy. But then I am valuationist... Jurgis - disclosure: 100% long and adding to 401(k) as always, for notGKs I consider cheap see my posts in "Buffetology" and "Value investing" threads.

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