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

To: adairm who wrote (28607)	7/24/2000 12:13:24 AM
From: kumar	Respond to of 54805

<<The only problem I have with Gorilla Game investing is it's so boring! But profitable!>> Amen!! cheers, kumar

To: adairm who wrote (28607)	7/24/2000 12:21:23 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

We're flattered you chose to make your first post here, Adair. It was a wonderful introduction, to you both as a person and as an investor. And your anecdotal evidence of the merits of long term investing comes at a perfect time, since my Evil Twin has been trying to persuade me to turn momo on my core positions <lol>. It's not often that we get new posters who are seasoned veterans of the hunt. A hearty welcome to you, sir. uf

To: adairm who wrote (28607)	7/24/2000 1:04:03 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Adair, What a wonderful introduction! Thanks for taking the time to let us know about you. Your (our) investing style may be boring but you certainly have an interesting way of telling us about it! May I suggest that you switch from your Merrill broker to a company that charges you no more than $8 per market trade? None of 'em that charge that little will tell you your gorillas and kings are unsafe. :) --Mike Buckley

To: adairm who wrote (28607)	7/24/2000 3:57:42 AM
From: LindyBill	Read Replies (2) \| Respond to of 54805

You have 15% of your portfolio in non-tech? Are you nuts? Get out, get out, get out!! I had a PM from a lurker about my JDSU/SDLI position. Here is what I posted to him. You are asking me what I am going to do about my SDLI and JDSU positions. I have 21% of my funds in those two, and it is in a non-taxable account. The bulk is in SDLI, which would drop at least 100 if the merger did not go through. This means that I will probably take some profit out of my SDLI position if JDSU hits its old high of 153. SDLI would then be over 500, probably at 525. My profit would then be so big that I would be foolish not to lock some in at that point. I am convinced the merger will hold, but I don't have a lock that it will. My thinking, downside and short term, is that the merger being called off would not effect JDSU's price as much as SDLI's price. These are all short term problems, and, if I had your 6 year "no trade" outlook, and a taxable position, I would probably hold both stocks through the merger until I saw a downturn coming, 3 to 4 years out.

To: adairm who wrote (28607)	7/24/2000 8:53:06 AM
From: Eric L	Respond to of 54805

AdairM, << my Merrill Lynch broker ... told me that I was 'subjecting my accounts to too much risk' because I was 85% in technology ... I told him to go RTHFM! >> Good for you. Welcome aboard. - Eric -

To: adairm who wrote (28607)	7/24/2000 9:21:16 AM
From: DownSouth	Respond to of 54805

Adair, thanks for coming out of the lurk mode. I certainly admire your pre-gorillagame instincts! You had the game nailed before we even knew it was a game. Congrats on your success on behalf of your daughter. Now you have to figure out how to raise an independently wealthy kid. As if raising a girl wasn't hard enough! You could write a book when this is over with. Since you have such accurate instincts, I hope we hear from you often. You're only 85% technology? What non-tech do you own? Galahad