Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote ()	2/15/1999 1:21:00 AM
From: Uncle Frank	Read Replies (3) of 54805

I've run into a number of investors on SI who share my passion for Gorillas like msft, csco, and intc, and Kings like aol and dell. I think part of the process should be to constantly review candidates for inclusion in my G&K portfolio, since fundamentals do change, even in these fabulous stocks. I'm currently looking at emc as a candidate, and would appreciate comments. I had previously selected cmgi, but concerns with their recent actions regarding the lcos/usai merger have led me to sell my position at break even last Friday. Frank

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