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

To: IngotWeTrust who wrote (24008)	5/1/2000 3:59:00 PM
From: Bruce Brown	Respond to of 54805

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. I read every single one of the submitted portfolios with great interest. I guess that explains why I couldn't remember who was conducting the survey..... BB

To: IngotWeTrust who wrote (24008)	5/1/2000 6:20:00 PM
From: LindyBill	Respond to of 54805

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 Naaah, 49r, you are a lurker who is a "newbe", I suspect. We all know each other, and like to "point and giggle" when we see what turkeys our buddies are still stuck with.

To: IngotWeTrust who wrote (24008)	5/1/2000 7:24:00 PM
From: lurqer	Read Replies (1) \| Respond to of 54805

*O.T.* 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. While I'm sorry your search is not functioning as you would like, you must realize that one person's trash is another's treat. Having carefully followed most of this thread's posters for some time, I along with BB, found significant information couched in the referenced posts. Besides as Lindy says, it's fun. 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. While this thread's perspective is more long term than the "last five days", if you are interested in the ST, you might consider the implications from a contrarian sentiment viewpoint of what a "which stock will double" contest, contained in those "eyes glazed over" posts has for "one of the more remarkable rebounds in Nasdaq memory". As you said: "Just a couple of suggestions from a different perspective." Not lurking, just hanging around. lurqer

To: IngotWeTrust who wrote (24008)	5/2/2000 10:43:00 PM
From: Apollo	Read Replies (2) \| Respond to of 54805

Ole 49r: 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 e*mail html link. Well, I wanted to take a little time to digest your comments, together with the rash of to' & fro' from the past 24 hrs. You have a tendency to "come on strong" such as in your ALL CAPS use of the word DESTROY. Naturally, there was no intention to DESTROY the search capabilities, or even to merely hinder. No mention of this was made during the last Survey in November. Your comments about finding another way without hindering the search engine are valid, and I am glad you called this to our attention. Others have correctly pointed out the benefits of continuing a future survey in the same fashion as before, the search engine notwithstanding. It is equally valid to observe the benefits of witnessing the "parade of portfolios". While there are some whose eyes may glaze, the public and private messages I have received lead me to believe that the Survey is more useful than not. So, each perspective is valid, in my view. I would worry that posting to another thread would result in less participation. Part of any successful survey or research venture is making data acquisition as easy as possible for the participants or subjects. So, I guess I'll have to think on this one for a spell. The next Survey won't be for another 6-12 months. It will be preannounced as this one was. Yours and others' suggestions at that time will be invited. By that time, hopefully the SI search engine will have recovered from UTTER ANNIHILATION. <g> Apollo

To: IngotWeTrust who wrote (24008)	5/3/2000 1:51:00 AM
From: tekboy	Read Replies (2) \| Respond to of 54805

Sorry to pile on, niner, but you deserve it for a post like that. First, all that's happened on the Naz recently is the usual short-term swings up and down--precisely the kind of "noise" that GGers try to ignore. Second, most of us read the whole thread rather than just "searching" it, so overloading the search function is of little concern to us. (Besides, you can always just go to Erick's list for stock-specific message reminders.) Third and most important, I and almost every regular here found the portfolio display both fascinating and educational. I read every one closely, along with the various commentaries and discussion. Far from being anonymous, most of the posters here are real characters indelibly inked on our collective memory; that's why several dozen came from around the world to our first off-line reunion back in March. The new posters, moreover, represented the most interesting part of the whole exercise. Hell, everyone knows what Lindy has, or that BB holds a personalized QQQ. But to see so many closet G&Kers come out of the woodwork to participate, pay their respects, and share their investing approaches with us was not only great fun but downright moving. In fact, I would venture to say that the Portfolio Survey is the best thing on the thread so far this year with the exception of Project Hunt. If you can't see why one would think that, you're probably on the wrong thread. tekboy/Ares@harrumphharrumph.com