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

To: Greg Hull who wrote (26290)	6/13/2000 1:14:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> a twitchy person will sell Gorilla stocks just as easily as any other stock. Watching a Gorilla like CSCO fall and not sell, even though you know it has done it before and will rebound, is just too painful. Sleep is lost if they do nothing. As a former "twitcher", I have to disagree, Greg. The longer I've Gorilla Gamed, the easier it has been to ignore short term movement, concentrate on fundamentals, and focus on the horizon. uf@sleepinglikeaverynoisybaby.com

To: Greg Hull who wrote (26290)	6/13/2000 1:54:00 PM
From: Mike Buckley	Respond to of 54805

I don't go as long between stock trades as Merlin, but I'd like to get there. Yeah, ummm, well, this darned news about Citrix makes me actually sell a position this year. Hadn't planned on it. Once that one is gone, I'll only have one stock that's been in my portfolio for three years. My problem is that just last week I told a friend over lunch that nothing would please me more than to have reason to have the exact same portfolio ten years from now. I jinxed myself. Shoulda known better than to say it out loud. --Mike Buckley

To: Greg Hull who wrote (26290)	6/13/2000 2:02:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

I'm convinced there are twitchy people and placid people, or high-pass and low-pass people to use an engineering term. Some people just have to do something. Doing nothing is worse than doing the wrong thing. My opinion is about "a person with a decent Gorilla Game." What you describe is not one who "got game". A person who has great skills at basketball, but insists on shooting rather than passing ain't got game. A person who understands Gorilla Gaming, but insists on trading rather than holding ain't got Gorilla game. I used to be one who just had to do something in a market crisis. Since early '99 I have added more and more discipline to my game to the point of staying away from the computer when the market forces are hurting my portfolio, but stay in touch enough to know what real events (as opposed to "the market") are going on that affect my individual stocks. I still have this gnawing little voice saying "You just lost 1/2 your net worth. There must be something you can do!" I reject the notion of classifying people as high pass and low pass. People may behave one way or the other at any given time, but people are able to modify their behavior based on education and experience. I was high pass, but am learning to be low pass in my investment moves. Even nervous, twitchy people can learn to play baseball, play chess, sing, or write poetry (though I do none of these things very well).

To: Greg Hull who wrote (26290)	6/14/2000 1:38:00 AM
From: tekboy	Respond to of 54805

<<I don't go as long between stock trades as Merlin, but I'd like to get there.>> In general, I'd recommend a holding period about, oh, three days shorter than his... tekboy/Ares@lemons,unlikekaratemen,bruiseontheoutside.com

To: Greg Hull who wrote (26290)	6/14/2000 11:03:00 AM
From: rushnomore	Respond to of 54805

I know people who go to the grocery store every day, sometimes several times a day. These same people move in and out of stock positions not because they think they are experts in timing the market, but because they are transaction junkies. That (grocery store, and also hardware store) is what I tend to do, so I take your message as a personal warning to myself to be careful to not be so twitchy in regards to stocks. Thanks <g> rushnomore@stilltryingtocatchuponmessageshere.com