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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Teflon who wrote (406)2/23/1999 6:39:00 PM
From: JRH  Read Replies (2) of 54805
 
Hi Teflon and thread:

Per threadsters request, I have changed the name of the Emerging Internet G&K portfolio to the Emerging Internet portfolio. I hope this clears up the confusion caused by the "Gorilla and King" subtitle. Also, AMZN is going to remain on the official G&K Portfolio as a King rather than on the Emerging Internet portfolio. AMZN has been replaced by CMGI!

What do you think about adding EGRP to the Emerging Internet portfolio? I believe that they seem to command a nice lead as far as internet brokerages are concerned (not considering Schwab, who is a bit more of a traditional brokerage, IMO). Does anyone have any thoughts on this addition?

Justin
Emerging Internet Portfolio (which rose 3.37% today):
techstocks.com
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