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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Teflon who wrote (1920)5/13/1999 1:00:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
>> It amazes me that this G&K Portfolio Message Board spends absolutely NO TIME discussing the absolute monster Silverback of them all, MSFT.

Teflon, mea culpa. Mr. Softee is my longest term position and the diamond of my core holdings. I read every post (even ed's and Toy's) on the Microsoft thread, follow the news of Bill's incredible spending spree, and am currently recommending msft as a screaming long term buy to every friend and relative who wants my advice (and a few who don't). That being said, I have not pushed msft on this thread as I assumed that everyone here already recognizesd Microsoft as the #1 Silverback that it clearly is. Any investor who discounts a company that posts 44% NET MARGINS should have their online trading privileges revoked.

I would be delighted if you would update the thread on a real time basis about Microsoft news and angles, like why they are pumping $4B into CWI UK, and how the doj case is shaping up.

Frank
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