Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Seeker of Truth who wrote (8986)	10/27/1999 11:36:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> There should be at least one or two stocks that you're refraining from buying purely because of the high price, even though you admire the company. I'd say that reflects well on your self control and discipline, Malcolm. I take it your primary orientation is value investing, and if so, you must have found almost everything overvalued for the past few years by traditional measurement standards. If we are to believe the authors, Gorillas always seem overpriced, but provide excellent returns anyway. I note that you own msft. If I may ask, how long have you held Microsoft and how have its returns compared to your other holdings? Frank

To: Seeker of Truth who wrote (8986)	10/27/1999 11:41:00 AM
From: tekboy	Respond to of 54805

Thanks all for the cash-related responses. Just what one would expect from the G&K crowd--honesty; openness; variation within relatively narrow parameters; sensible explanations of individual approaches. I consider all the numbers involved, by the way, pretty low, and quite consistent with a LTBH strategy. I guess I had assumed when people said they were "holding cash" that we were talking 20%, 30%, etc.--which would definitely have been timing. FWIW, in the few months since I've been doing this seriously I've cycled through practically every approach mentioned <g>...coming back in the end to where I began, 100%-invested LTBH, but willing to shop a bit in the short term for good entry points before committing new funds as they become available... tekboy@Frank's1%shouldpayfortheG&Kreunion.com