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

To: kx who wrote (32416)	9/27/2000 12:14:13 PM
From: Seeker of Truth	Respond to of 54805

I keep on believing that Lindy is very smart. His performance in stock picking in any one year shouldn't be an issue except to those who think mathematical probability/statistics can safely be ignored and small samples prove everything.

To: kx who wrote (32416)	9/27/2000 12:27:32 PM
From: straight life	Respond to of 54805

"If one could consistently make money year over year even in the bear market, I would say "yes" he is the one to listen. A lot of people make their big fortune during the past seven or eight years in the bull market. When we are in the bear market, I hope we know how to keep what we have made so far..." Lindy sells at the drop of a hat. Leaving aside the aggregate of Lindy's performance for the moment, if this is a bear market (and I don't know that it is; all I DO know is that it's September), then that's probably the best and safest way to play it; and safest is also one of the things we try to do here.

To: kx who wrote (32416)	9/27/2000 12:46:14 PM
From: llwk7051@aol.com	Read Replies (1) \| Respond to of 54805

Khamdy, There are many different investment styles. Lindybill profile has a very candid report on his. First, remember he is in a tax free account so his trading is not influenced by taxes. Second, he took major risks in investing all of his funds in a stock he thought would do well at the time. Based on his profile and following his posts from the time he bought Qcom again in 1999, I would say he is a momentum trader in stocks he believes in. This rewarded him with handsome returns. He appears to have recently changed his investment style because he no longer has to take risks to reach his goal. He has reached his goal. Whether he will do as well with his new style is not important. He changed so he could sleep at night. I personally don't invest the way he has, but I would be the last to say his decisions were bad for him. Each of us has different goals, risk tolerances, and analytical styles. Some say Warren Buffett is out dated and not up to date. I would say he is very successful and happy. In the end, you must be happy with your investment decisions. Don't assume others are correct or wrong when they make a decision. We each have different needs, goals and tolerances which make us unique. For example, Lindybill has stated he will not buy qcom again until he sees firm orders from China. I have held a large part of my qcom because I look at a five year picture. Is he wrong? No. He is just looking at his investments in a different time frame and with a different look at risk. Will he do better. Who is to say or even care. What matters is that he has been willing to share his insight with others whether we agree or not. Robert

To: kx who wrote (32416)	9/27/2000 1:07:53 PM
From: Mike Buckley	Respond to of 54805

Khamdy, You appear not to understand the point of this thread. As much as I admire Lindy, I'm sure he's the first to understand that I really couldn't care less whether or not he's having a good year, a good five-year period, or a good quarter of a century except that I wish him the very best of good fortune of course. The reason I don't care? It's because each of us is responsible for making our own financial decisions. If your method is to use Lindy as a contrary indicator, more power to you and I wish you the same good fortue I wish him and everyone else here. But if you think this is the investing Olympics in which we compete with each other, it isn't and we don't. So please join in the spirit of Gorilla Gaming or not, but be polite enough to keep your perceptions of other people's portfolio performance to yourself. For the reasons I stated above, there's absolutely nothing constructive to be gained by praising or knocking a particular portfolio's performance. Thanks for your cooperation. --Mike Buckley

To: kx who wrote (32416)	9/27/2000 1:55:25 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

KX: This is a community of intelligent posters dedicated to understanding High Tech companies, industries, and the evolution thereof. The high regard thread regulars have for Lindy, for Mike Buckley, and for many others stems not from their portfolio performance, but from their shared perspectives, which are usually backed up in spades with time, effort and a well-thought out rationale. We tend to be straightforward, such as in filling out our Profiles. In short, Lindy and the rest have earned a place here because of their well established track record as SUBSTANTIVE CONTRIBUTORS. People who don't fill out their profile, don't make substantive contributions, and who only appear to "pop off" and take a shot at others, are not welcome here. Please read the thread header. Please read Fred Manzo's FAQ, published here on a weekly basis. Please look in the mirror and ask yourself about the substantive quality of your contributions here........or anywhere, for that matter. Apollo