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

To: Apollo who wrote (23964)	4/30/2000 11:19:00 PM
From: Eric L	Respond to of 54805

Apollo, << Personal Portfolio Survey of G & K Thread: 4/2000 >> Job well done. Thank you. - Eric -

To: Apollo who wrote (23964)	4/30/2000 11:28:00 PM
From: kumar	Read Replies (1) \| Respond to of 54805

Sir Appollo : Thanks for the effort, and 1 comment I have is that most portfolios seem to have companies that are not "blessed with gorilla status". (ie they are either undefined, or likely kings). My take on this stat is that it tends to show that "real Gorillas", do not show up as frequently as we'd like, and in the interim period, we take a higher risk profile with kings and shiny pebbles. comments ? cheers, kumar

To: Apollo who wrote (23964)	5/1/2000 10:14:00 AM
From: Uncle Frank	Respond to of 54805

Sincere thanks for the portfolio survey, Sir Apollo. It's a valuable benchmark, and the submission process itself has become a highly anticipated cultural event for G&Kers. uf

To: Apollo who wrote (23964)	5/1/2000 10:27:00 AM
From: hueyone	Read Replies (1) \| Respond to of 54805

Thanks again for the excellent effort in completing the portfolio survey Sir Apollo. I noticed when I clicked on the doubles link in your report on Sunday, NTAP was already listed up 45%. I was hoping the doubles link would track the picks for doubles over a year's time from the end of your survey. Best Regards, Huey

To: Apollo who wrote (23964)	5/1/2000 10:35:00 AM
From: chaz	Respond to of 54805

Sir Apollo: You've done a great job with the portfolio survey once again and you deserve a break from your labors. I've emailed it to several people whom I thought might be interested. The increased number of companies in the average is probably due to the use of profits being spread around. Instead of reinforcing winners, we seem to be looking for additional winners, and in spite of the recent tumult in the market, there seems to be no shortage of viable candidates. It might be interesting to track this portfolio. Chaz/Thucydidies

To: Apollo who wrote (23964)	5/1/2000 1:56:00 PM
From: Eric Jacobson	Read Replies (1) \| Respond to of 54805

Re: Personal Portfolio Survey Stan, thanks for your work on this. I find it very interesting and valuable. A couple of things struck me: 1. Just looking at the top 10 most widely held positions, there is a remarkable consistency between this list and the official G&K Y2K index Uncle Frank put together (which is up 17% YTD). There are only two differences - MSFT and SUNW, two silverbacks, aren't in the most widely held, while two pre-tornado G&K candidates - CREE and ELON, are. Otherwise, the list is the same. This shows an impressive consistency based upon the G&K criteria and the relatively short list of established Gs & Ks that have been widely discussed here. The presence of CREE and ELON logically results from the discussions that take place here about having some exposure in one's portfolio to G&K candidates that are on the left hand side of the growth curve. 2. I, too, was surprised by the number of people with relatively large cash positions.

To: Apollo who wrote (23964)	5/1/2000 2:53:00 PM
From: IngotWeTrust	Read Replies (5) \| Respond to of 54805

One unintended result of 117+/- portfolios, more or less publically displayed on this thread in the past trading/investment week, has been to DESTROY the SI search engine function using the filter of "this [G&K] subject only" for those 5 days, which is a very useful tool to some of us. Would you possibly consider future collections of this "portfolio submission data" via one PUBLIC solicitation post and request for PRIVATE Message Solicitations? Another variation would be to post a website of your own choosing, with a posted URL to this thread, complete with an email html link. Employing either of these two options would allow those interested to "report and comment". Both of these would have preserved the SI/G&K search engine integrity for targeted pursuit of specific stock information for which this thread is known to generate in copious amounts daily. What has happened these last 5 days of your data collection---during one of the more remarkable rebounds in Nasdaq memory*---has been overshadowed by your need to collect 95% accurate information. Granted, while interesting, G&K people may be curious about the RESULTS thereof. But, I suspect most of us did a LOT of clicking "NEXT" as eyes glazed over with voyeuristic politeness about personal financial choices by unknown individuals who have made unrelated investment decisions to our own for unrelated reasons. Just a couple of suggestions from a different perspective.

To: Apollo who wrote (23964)	5/1/2000 6:01:00 PM
From: freeus	Respond to of 54805

Thank you so much. What a lot of work. Very informative and interesting to read. Freeus

To: Apollo who wrote (23964)	5/16/2000 10:16:00 AM
From: DownSouth	Respond to of 54805

Apollo, just a word of thanks for your most excellent contribution. Galahad

To: Apollo who wrote (23964)	8/1/2000 11:27:34 AM
From: StockHawk	Read Replies (5) \| Respond to of 54805

OT - So, when do we start the G&K mutual fund? <g> LOS ANGELES (CBS.MW) - Individual investors rule. So believes Michael Witz, founder and chief executive of StockJungle.com, a money management Web site that tracks investment moves of its community's savviest individuals. "There's been a fundamental shift in power from institutions to individuals," said Witz, 28. "Individuals have been given access to almost all of the same tools used by the professional community." Witz should know. He's sat on both sides of the fence, first as a young investor and then as a securities analyst. Fascinated by the stock market, Witz began investing at 16. With a few hundred dollars, he bought Zeos Computers for $1 a share after reading about its reorganization and PC awards. He sold at $13, before Micron (MUEI: news, msgs) bought the company. Witz became an analyst for an investment bank, where he got the idea for StockJungle.com. Seeing online investment communities sprouting -- on Yahoo message boards among others -- he pondered how one can separate the best stock pickers from people just blowing smoke? Answer: By tracking their performance. That's what StockJungle.com does, identifying the best regular Joe or Jane investors out of 14,000 people that use its site. The Web site then posts their stock picks to help other investors make money. Last November, Witz created a no-load fund based on the people's best stock picks and evaluated by a team of money managers. Called the Community Intelligence Fund (SJCIX: news, msgs), it's a low-cost fund of large-cap growth stocks. As of July 26, it's up 31.4 percent, according to Morningstar, a fund rating and securities analysis firm. It's also the sixth best-performing large-cap growth fund this year out of 338 such funds, Morningstar reported. StockHawk