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

To: unclewest who wrote (26239)	6/13/2000 6:22:00 AM
From: 100cfm	Read Replies (2) \| Respond to of 54805

UW No need to feel guilty. They were great calls, but as pre tornado stocks that tripled and quadrupled in a very short time, they should have been traded not held onto and cherished like our beloved LTB&H gorillas. You can't treat a company as a gorilla until it actually is one, no matter how certain it looks like they will become one. If I had traded them on the big run up I would have been very inclined to get back in when they tanked and thus would have profited twice based on their nice rebounds instead of being happy at the prospect of just breaking even. Not that I believe I would have come any where near the bottom and top but with a quadruple, there's alot of room for error. Ctxs is good example as to why I don't think the NAZ is overvalued as the media will have us beleive. Ctxs is not the exception but the rule now, miss a single step and you are shown no mercy. When the market is this harsh, excesses are only tolerated with better then expected performances. As long as companies are performing better then expectations then overvaluation is much less a risk. Not to say there is no risk but much less. Lets hope that 2nd Qtr earnings are strong or we will see the recent list of the slaughtered get longer. 100