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

To: LindyBill who wrote (16739)	1/30/2000 11:19:00 AM
From: Len	Read Replies (1) \| Respond to of 54805

Lindy, I got home last night from 5 days in Dallas and was explaining to my wife how Qualcomm has declined 37% since Jan 1 and our portfolio 23%. I was concerned while anticipating the conversation because I had for so long been touting the GG strategy. Her response was that we are not using the money right now and if all the fundamentals about the companies are the same as a few months ago and if I still believed they are great companies then what's the problem? They will come back. They always have in the past. No wonder women are better at investing than men. She doesn't know a thing about investing but is an instinctive LTB and Hold person. It's true, though. The companies we follow on this thread are great companies. A few may have gotten ahead of themselves through momentum buying but everyone of them will rise again, even if a little slower. Len