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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (2859)	6/21/1999 2:01:00 PM
From: chaz	Respond to of 54805

Actually, Mike, reading the manual, and rereading the manual, is vital. I'm on my third read, and each time thought it I find I think harder, hopefully better, about what I'm doing. One interesting thought, if I may. I have completely thrown out my early ideas about diversification. Today, I would not be at all distressed to own just a single stock...providing it was a Gorilla like Q or MSFT. Lindy's move (6420 shares of Q) would have seemed nutty to me just a few months ago. Today, it's perfectly rational. Reading the manual, and understanding it, will be beneficial to every investor who has ever bought a story stock and lost. Those are the ones you can't chase because almost all of them will permanently correct. The cure is in the manual.