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

To: limtex who wrote (35144)	11/21/2000 12:50:39 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> I think the point is that we have all been here since mid March and our hopes or predictions have so far been well lets say unfulfilled. That's a very egocentric view, L. Many of my hopes for this year have been fulfilled. I am in the black on every investment I hold except for my recent starter position in Cree. Perhaps my expectations were more realistic than yours. >> For the most part we have completely misread the makret and one of the biggest crashes in its history. How can you say that with the S&P down only single digits ytd? >> we have Mr Greenspan who seems intent on keeping interest rates at what imho are high enough to break the economic expansion which has been proceeding quite nicely for over eight years with benign inflation. Mr. G has an agenda, but I don't think it revolves around reducing my net worth, and I don't flatter myself to think that I understand it. Do you have enough background in economics to be an effect critic? If not, I'll continue to put my trust in AG, Defender of the US Dollar. Be patient, my friend, and you may find Apocalypse in not yet upon us <gg>. uf

To: limtex who wrote (35144)	11/22/2000 11:00:06 AM
From: Peter Sherman	Respond to of 54805

well there are many of us who took the right action - many have had strong cash positions and easily ride out the waves as LTB and H folks - nothing wrong with that - some of us never use margin and never borrow and never play the options game - we will all be just fine -- FWIW, PCM has done + 15.5 % for the first 3/4 of 2000 --

To: limtex who wrote (35144)	11/22/2000 6:40:21 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

limtex, I think the point is that we have all been here since mid March and our hopes or predictions have so far been well lets say unfulfilled. 1) I had no hopes or predictions beginning in March or any other time. Perhaps your disappointment is that you chose to enter into a dangerous mindset by trying to make short-term prognostications. 2) In 1999 my portfolio increased about 275%. This year it might be down about 25%. That's far greater performance than anything I could have imagined happening had I been silly enough to make a prediction. On this Thanksgiving weekend, my thanks go to this thread without which I couldn't have enjoyed such extraordinarily high two-year returns (not that anything about such a short time frame matters to me.) --Mike Buckley