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

To: DownSouth who wrote (14332)	1/6/2000 4:09:00 PM
From: RocketMan	Read Replies (2) \| Respond to of 54805

Since I am today off margin, and loaded up with G&K stock and leaps, the market can do whatever it wants. I have to agree, though, that staying power only comes when one has a good intellectual position in a stock. Otherwise the temptation is too strong to sell it on days like this. That is the power of the G&K philosophy, that it allows us to think about the long term, the value chains, the BTEs, and those things that make these companies current and future powerhouses. About the rotation into cyclicals, yes, this happened last year, but not until March or so. It was about that time that the brokers, the houses, and CNBC advised us to sell techs and buy CAT and paper. I resisted the temptation, and bought Qcom instead. The rest is history LOL

To: DownSouth who wrote (14332)	1/6/2000 4:39:00 PM
From: Peter Sherman	Respond to of 54805

those of us who never never never borrow money, -- no margin -- sit back and buy on dips, and never get ulcers -- LTB and H for me -- uh oh, LU miss is bad news for tomorrow a.m. - we'll be able to buy a lot of cheap stox tomorrow

To: DownSouth who wrote (14332)	1/6/2000 4:49:00 PM
From: MulhollandDrive	Read Replies (3) \| Respond to of 54805

DS, LU warned. I'm sure the "staying power" will get tested tomorrow..... bp

To: DownSouth who wrote (14332)	1/6/2000 9:42:00 PM
From: Rick	Respond to of 54805

Didn't we see a "rotation" to "blue chip cyclicals" last year about this time. How long did that last? Deja vu all over again. That was when everyone was going into paper. It lasted about 3 weeks, and I think it happened around June or July. I thought then, and I think now, that if I had to invest in a stock that appreciates 3% a year (WCOM) I'd put it all in a checking account. By the way, all the investors I got into the Q just think this is the greatest buying opportunity they ever saw. At least they now all know one great stock, and what it can do. - Fred