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


To: AMF who wrote (6247)9/13/1999 11:22:00 AM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
>> Why the rush for the exit? Is that part of the gorilla game strategy?

Definitely not! There are no short term aspects to Gorilla gaming, and long term, we haven't been able to spot a single cloud on the horizon for Q.

uf



To: AMF who wrote (6247)9/13/1999 11:24:00 AM
From: DownSouth  Read Replies (3) | Respond to of 54805
 
I, too, was stunned to see LB sell his entire Q position. I do appreciate that he let us know of his action immediately after he took it.

As the dust settles, perhaps we can learn some valuable lessons from what is going on here. I, myself, took the cautious route and sold most of my position in Q. Now I am 50% cash, rather than 50% Q, so the opportunities to reallocate this money abound.

I do hope we have had a panic here, rather than a sell based on any facts.



To: AMF who wrote (6247)9/13/1999 11:37:00 AM
From: LindyBill  Respond to of 54805
 
I am stunned to read of your reversal on Q.

No reversal, just a cold-blooded decision to try to time a possible drop. As most of you know, my accounts are all tax-protected, so all it costs me is commission to sell and buy back in.

I have not changed my long term outlook on Q. I just feel that possible negative news will drop this stock 20 to 30 more points, so why not try to pick up money on the drop? If I am wrong, at least I have protected capital.

With my record on timing, this probably means it is a good time to buy!