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

To: Apollo who wrote (24022)	5/1/2000 9:57:00 PM
From: mmbw	Read Replies (1) \| Respond to of 54805

Actually, the same exact method was used in November '99. Hence, the increase in cash occurred using the same measurement. One reason could be the Market rout in April may have increased sales and freed up cash. Another reason is that many may have anticipated the excessive Market valuation, and had already begun to take some profits. I suspect that more lurkers and newbies also posted this time. If so some of us are still adjusting our portfolios to G, K & wannabee's. That means our cash positions still reflect old thinking (mutual funds and bonds). I found the exercise very enlightening since I had never actually analyzed my entire portfolio in this manner. Adjustments take time. I found the survey invaluable. Thanks. Martha PS I still can't figure out how you change fonts when posting.

To: Apollo who wrote (24022)	5/1/2000 10:24:00 PM
From: Judith Williams	Respond to of 54805

Apollo Giggles and therapy...what a marvelous mixture. As one of that newbie category oler disparaged, I found the survey definitely therapeutic in thinking about allocations. Many many thanks.

To: Apollo who wrote (24022)	5/1/2000 10:39:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

When I went down the list of stocks owned, I found that I had nearly everything! No WIND. I just can't get my wind up about it, I guess. Too much ELON, (at too big a loss right now), and no INTC, Not enough CSCO! I suspect that there is a tendency on the part of this group to "go with the flow". It would be nice to think that everyone is doing their "DD" and coming up with the same group of companies, but I doubt it. I reviewed the G&K portfolio when I sold off Q and diversified, and I am sure everyone else is using it as starting point. I got my mutual fund and cash position when I got scared in March. I hope the others did not do it during the drop as a "panic attack", but we will never know. The main point is, when you look at the group of stocks that we are in, and go out 5 years with them, it is difficult to believe that we are not all going to be damn well off if we stay the course. If we can keep the GD government out of it, (and of course, we can't), I believe we are at the start of the most incredible creation of wealth in the history of the world. I said 6 months ago that this whole revolution is a "need for speed", and the companies that provide that speed are the ones we have invested in. After walking around on this planet for about seven thousand years, we have gone from five miles an hour to the speed of light in less than 200 years. I can't imagine a more exciting time to be alive.

To: Apollo who wrote (24022)	5/2/2000 1:37:00 AM
From: Mike Buckley	Respond to of 54805

Stan, There are two reasons the so-called cash position might be higher. One is because people are calling QQQ cash at your suggestion. The other relates to the value of their equity positions. If a portfolio's equity position has declined in value, the cash position as a percentage of the portfolio will now be higher unless cash was removed. Even so, I think the first explanation is more likely. --Mike Buckley

To: Apollo who wrote (24022)	5/2/2000 9:54:00 AM
From: StockHawk	Read Replies (1) \| Respond to of 54805

OT >>Dear Thread: Call me Stan or Apollo, but not "Snas".<< As we use to say in grade school "dishes it out, but can't take it" (This is the gentlemen who has referred to me by such misnomers as HawkEye or StcokHead or I don't remember what else - but there were several!!!) As freeus would say: VVVBG StockHawk (besides, I think Snas is kind of cute)