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

To: Bruce Brown who wrote (9345)	11/1/1999 8:44:00 AM
From: Lucky L	Respond to of 54805

Uncle Frank, Mike, LB and Thread, I would be interested in your thoughts on SUNW. I have read what Bruce thinks. I was lucky to enter SUNW in the low 20's and now it has become one of the largest holdings in my portfolio (behind of, course, the mighty Q). I also hold other Gorillas <VBG>. This thread is a never ending source of information and ideas. My thanks to all of you!! LP@alwayslovetekboyssignoffs.com

To: Bruce Brown who wrote (9345)	11/1/1999 11:14:00 AM
From: chaz	Respond to of 54805

Good Post Bruce. Learning to make these distinctions is very important, central to the process actually. Mike put it very well to Cha2 with his three questions last night. The value here, on this thread, is the constant reminder of this. Another value is that the thread is a filter...we do sort wheat from chaff, and do so very well. The whole idea of course is to produce capital gains at low, relatively speaking, risk. Now I've read allthe books about the different kinds of risk, but there are two that loom very large, one of which I've never read a line about. The first is lost opportunity risk....being in some other place when the right one is right there in front of me. That's the filter at work....putting us on the right track to begin with. Who here can't find profits among the 30-40 stocks in the two portfolios. The experience of watching Q drop into the 150's revealed, for me at least, a new kind of risk....namely, that I wouldn't handle an irrational retreat in a solid company very well. I sold Q and lost, and it caused me to do a good bit of introspective thought about my investor habits. When G retrenched, I stayed the course. Why? Because there had been no reason for the price to drop, and that was no reason to sell. I'm rambling too. EOM.