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

To: Casaubon who wrote (16822)	1/31/2000 9:35:00 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Out of curiousity, how do investors here feel this type of portfolio would fare in an extended (more than 2 months) Bear market? Please include reasons. I have not read the relevant books for this type of investing. Reasons? Haven't read the book for 'this type of investing'? Slip back in time to 1990 and look at what Microsoft, Intel, Cisco, EMC (to toss in a King) did in a gulf war led bear market that was longer than two months. Compare the prices of each of those four stocks to non technology stocks for the same time period. You can do a historical price search for those dates at Yahoo! on your own. On top of that issue, what do you feel the broader market has been in since April of 1998? BB

To: Casaubon who wrote (16822)	1/31/2000 10:04:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> how do investors here feel this type of portfolio would fare in an extended (more than 2 months) Bear market? Please include reasons. I have not read the relevant books for this type of investing. You are not going to resolve your fears by soliciting a pat answer from a group of strangers. You need to empower yourself, which means you need to read the relevant books. Only then will you be in a position to understand why Gorilla Gaming doesn't depend on short term market sentiment. uf