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

To: Bruce Brown who wrote (16840)	1/31/2000 10:59:00 AM
From: Casaubon	Respond to of 54805

Thanks, but I think you might have assumed too much, regarding the nature of my investing (not that it matters). I try to locate worthwhile companies (which is the nature of your game), and then I look for constructive bases to enter a position. I don't trade (not that there's anything wrong with it <ggg>.

To: Bruce Brown who wrote (16840)	1/31/2000 11:18:00 AM
From: William	Read Replies (3) \| Respond to of 54805

Bruce - where I talked about Qualcomm selling for $200 a share the first trading day of this month and the same company's share selling for $103 last week. That's a nice little timing issue that the patient investor who had some 'new' money to invest might have done well from such a move simply by waiting. Your choice of dates proves your statement. A different choice of dates would disprove it. Shift to November 1st from January 3rd. Q traded at a low of 55 and closed 56 5/16 that day. 5 days later it was 74 3/4. Then 200 on your first trade day of January. Very costly for the patient investor. Hindsight is 20-20, let's not use it to mislead. The fact is that none of us can time this market, that being said here over and over. And none of us know for sure where it is going to be tomorrow, in 5 days, or 5 weeks. William

To: Bruce Brown who wrote (16840)	1/31/2000 11:27:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> I don't think you will find anyone on this particular thread who recommends throwing caution to the wind and buying all the time, any old time. How about me <gg>? Imo, the Game is to identify the Gorilla, and buy it at the market price. If the fm is correct, it will always be undervalued by traditional metrics. The only time you can call a top or a bottom with any degree of accuracy is afterwards. We're in a ltb&h game, BB; entry point is irrelevent over any reasonable span of time. Was there ever a "bad" time to buy Cisco if you were ltb&h? finance.yahoo.com jmho, uf