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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Stuart C Hall who wrote (22)2/16/1999 9:07:00 AM
From: Uncle Frank  Read Replies (2) of 54805
 
>>Is there going to be an SI G&K portfolio established from input from the thread? Broken down into tech, telco etc?

Great idea, Stuart. One of the reasons I stopped reading the Gorilla Game thread is that they didn't maintain a portfolio to test the theory. I nominate you as recording secretary, and would like to propose the following initial entries:

msft - G
intc - G
csco - G
dell - K
aol - K
cmgi - K
emc - K

and, of course, your athm

After we settle the selections, we can put them in a SI portfolio that will be open for anyone to read.

Will you accept the appointment, Stuart?

Frank

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