Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (472)	2/25/1999 2:41:00 PM
From: Uncle Frank	Read Replies (1) of 54805

>>I believe you and I had a dialog about RMBS a few months ago and your opinion has not changed since. Perhaps you are not interested... I am interested, DownSouth. No disrespect, but I just am not crazy about the s/c sector. It's too cyclical for my blood pressure. And there are so many good stocks and not enough money in my portfolio to take advantage of them. Personally, I think rmbs and qcom both belong in a G&K W&W (watch and wait) Portfolio, provided you or someone else will just start one. Their market cap precludes their addition to the G&K Index. Frank

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