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

To: tekboy who wrote (11734)	12/2/1999 1:10:00 AM
From: Mike Buckley	Respond to of 54805

(Don't feel bad: often we get Merlin's serious and humorous posts mixed up too, although usually it's the latter that are hard to identify.) Oh great. Now tekboy is taking Frank's side about my jokes. As the numbers swell I have no reason to interpret it as anything other than envy. :) --Mike Buckley

To: tekboy who wrote (11734)	12/2/1999 6:06:00 PM
From: johnzhang	Respond to of 54805

LOL Tekboy, The post certainly nailed Jim Jubak's poor trading record. I actually like his way to look at the big picture and to relate it to investment choices. He can also explain high tech company's business in a way that's easy to understand. But he is trigger-happy in his model portfolio. Besides CTXS, he sold and bought back AOL, VTSS and TXN at much higher price. But his worst sell decision was to drop QCOM last year. Someone should tell him LTB&H. Maybe he is trying to make his column interesting by the constant buying and selling. John