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


To: chaz who wrote (14842)1/11/2000 1:07:00 AM
From: JRH  Read Replies (2) | Respond to of 54805
 
I guess my point would be that your portfolio ought to contain issues many of us would likely come to own, and that if they fall roughly within the GG Primate/Royalty rules, then ought to be included

In general, I agree with your thoughts, but I think that "roughly within the GG Primate/Royalty rules" is a bit lax. It will still be a requirement that the stocks in my index are, or will be, G&K's, as it is the feeder tank for the GKI.

Just because many of the thread mates own CMGI, ICGE, and SFE doesn't constitute the addition of these stocks in my index :). G&K fundamentals are necessary!

BTW, how go the studies? You back up to straight Aces yet?

Studies are rough this quarter. I'm getting more responsibilities at work in addition to the high unit load that I am taking for the second straight quarter. Nobody told me this life thing was so much work <gg>.

Straight Aces? I was five dimes off last quarter <vbg>.

Justin