Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (2323)	5/29/1999 12:24:00 AM
From: Tom Ardnij	Read Replies (2) of 54805

Uncle Frank, You said >>>> "while 2 have Kings or Princes, a matter of debate <g>. That may not be intentional - they probably just grew too fast <g>)" You hit it right on the nose. CSCO or MSFT have historically led my portfolio parade. However, at different times Dell and more recently AOL have grown into the top spot. I got out of most of the Dell in favor of AOL at a good time. (Likewise INTC.) However, I have experienced quite a haircut in AOL over the last 11/2 months. I'm four weeks from going long term on the bulk of the AOL. The month before earnings has historically been the best for the internets. I've determined not to take the gains until after June. It's interesting to see how thread members are playing the gorilla game. Gorillas represent a conservative approach according to the book. I think I saw on this thread that overall the W&W portfolio is ahead of the G & K portfolio. Why do you suppose that is the case? Best Regards, Tom

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