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

To: James C. Mc Gowan who wrote (13380)	12/28/1999 12:24:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Your argument for armhy was excellent, James. You first presented it for consideration on November 3 when it had "only" returned 533% ytd, and I'm sure your convincing evaluation has made a lot of the gang wealthier. >>I propose that the top percentage gainer for each year's Watch and Wait portfolio be included in the subsequent year's GK index. I really admire your creativity <lol>. If you're not in sales you should be! Let's see what our threadmates have to say. My take on it is if we make an exception for armhy we will have many more companies to debate. Congratulations on a great pick, uf

To: James C. Mc Gowan who wrote (13380)	12/28/1999 8:03:00 PM
From: JRH	Respond to of 54805

I propose that the top percentage gainer for each year's Watch and Wait portfolio be included in the subsequent year's GK index. I am afraid that I disagree. Gorillas and Kings are defined by the company's fundamentals, not by the performance of the company's stock. Because they are not in the GKI does not mean that they aren't a good investment. But we need to be very careful to distinguish between the fundamentals of a company and its stock performance. This _doesn't_ mean that ARMHY doesn't belong in the GKI. It just means that, IMO, ARMHY doesn't belong in the GKI because of the stock's performance. I suggest that if you think they do belong in the index, give Uncle Frank a good argument to include it! BWDIK, Justin