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

To: Curbstone who wrote (11779)	12/2/1999 2:37:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> Forgive me father Carmudgeon, I know not what I do. <LOL> Aloha, Aloha Mike. Great advice. I've often considered the same liquidation strategy, but I don't have the patience for it, and usually I want to get my money into something else immediately. A couple of friends and I are planning a golf junket to Hawaii. Want to join us at The Experience at Koele? If we have you in our foursome we can claim to be locals <g>. uf btw, you of all people should know how to spell curmudgeon.

To: Curbstone who wrote (11779)	12/2/1999 8:51:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

If you're ambivilant about selling them,... If you're ambivalent about selling them you'd probably be ambivalent about buying them. Don't ever own a stock you don't know exactly why you want it in your portfolio. If you're ambivalent, sell it and take your time deciding how to deploy the funds. Back to basics: Can you describe the company's core business in one sentence? Can you describe in one sentence the most important reason it's long-term success is likely? If not, bone up on your research and decide whether or not it's a keeper. Another test: Quickly, in ten seconds and using only one word, what's the most important criterion for having a stock in your portfolio? Quickly, in ten seconds, what is the one criterion that would prevent you from having a stock in your portfolio regardless of the other wonderful characteristics? If you don't know the answers to those questions in a nano-second, formulate the answers and act on them. --Mike Buckley