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

To: gdichaz who wrote (13369)	12/27/1999 9:54:00 PM
From: bobkansas	Read Replies (1) \| Respond to of 54805

I notice hardly anyone on this thread is talking about INTC or MSFT any more. Is this what happens to old gorillas? This could be a contra indicator with both moving up nicely in early 2000. Just a thought.

To: gdichaz who wrote (13369)	12/27/1999 10:15:00 PM
From: Apollo	Read Replies (3) \| Respond to of 54805

the Q and JDSU (to pick one gorilla and one king) makes sleeping at night very easy Well, normally I would both agree and tout this conviction. However, after days like today (Q +47; JDSU +37), I sometimes have trouble sleeping at night, as my mind wanders in nonstop free-flight association of ideas related to potential future wealth. <g> I might go entirely sleepless, pondering new investments, or getting up to email or work "the thread". Sure signs of an illness. My best to the thread after being away this past week. Random thoughts.... 1. Agree with UF's list for Y2K; I have no convictions about how to weight or if to weight. I like Tekboy's idea of groupings based on themes. I think Global Crossing, based on some discussion and research, is no more than a prince at this point. TLAB should be presented to us by those who own it; in the absence of such, it should be dropped from the list. 2. Was pleased to see the discussion from my original question on the supposed sequence of desirable stock groups, ie Gorillas > Godzillas > Kings. I asked this question because it seemed to me that if godzillas were a blend of gorilla/king, then the godzilla by definition should be safer than a king. But I agree with StockHawk and BB that the Godzilla is uncharted territory, and inherently less safe than a gorilla and king, and therefore the godzilla should represent a small portion of one's portfolio. The corollary to this is that I am reminded that the RFM is a guideline, and imperfect. The authors have carved out the rough draft of what we do, but I think this thread refines the gorilla game strategy and makes it better, simply from the force and extent of daily dedicated thought on the topic. 3. I enjoyed MF Buck's Motley Fool expression of gratitude, and see him as a role model for human selflessness. I think MF Buck oughta be cloned; although the gene for humor might be inserted from elsewhere in the gene pool.<g> 4. I was glad to conduct the first thread survey in November (post #11398) on our most favored "widely helds" and "heavily helds", and look forward to others picking up the baton in the forthcoming year. And I would like to extend my gratitude to all that make this a sensational thread. I value each of you, and have great respect for those who have contributed so much in the way of time, energy and sharing of ideas/research. Apollo