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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (1112)4/6/1999 1:10:00 AM
From: Uncle Frank  Read Replies (1) of 54805
 
I haven't looked at the G&K Index since mid last week, but I'm not surprised to see that it's up 35.2%, 5.6% today alone. Only 3 of the 20 Index components are down ytd - cpq, sap, and orcl. QCOM and AOL lead in growth, at 169% and 124%, respectively.

I'm underperforming the Index, but considering some of the bonehead moves I've made this year, I'm pleased as punch to be >25%. So what if LindyBill is running double my ytd return <vbg>.

Frank
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