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

To: Paul Senior who wrote (35519)	11/28/2000 5:03:46 AM
From: Mike Buckley	Respond to of 54805

Paul, I posted on this thread because I read posts here of some people who seem to be having problems with their use of margin, who seem to be in some pain at this point That's very admirable of you. But with all due respect, read your initial posts in the folder and think about how you would react to them if you were the person in true pain. --Mike Buckley

To: Paul Senior who wrote (35519)	11/28/2000 10:42:19 AM
From: chaz	Read Replies (2) \| Respond to of 54805

Paul, I'm not persuaded by a 100 day chart reminding me of what the last three months have been like. How about running the same chart with a 10 year time frame? I'll not bore you with it, but suggest you might find it useful should you decided to call it up for yourself. Is this typical - G&K stocks mostly rise and fall together? Sure. Tell me, do financial stocks mostly rise and fall together? How about health care stocks? When retail goes south, do most stock react in lock-step? So I sometimes buy stocks I'm uncomfortable with (like GMSTR or WIND), and I sometimes hold 'em for an uncomfortably long time (like SUNW). Aha! Now that's something I absolutely don't do. As a result of reading a certain FM, relating it to my own career experience, and keeping up with a certain thread with 35,000 posts, plus my own limited attempts at indepth dd, I can say I am comfortable with all my stock purchases. You see none of this that I am seeing, (is that correct?), so perhaps I am totally wrong and therefore completely misunderstanding the situation. Yes, no, and yes. I see experienced and inexperienced investors relating differently to the last 100 days, depending upon such variables as their entry point and their use of margin and their trading rates. No, I would not label anyone totally anything. Yes, I definitely do feel you are misunderstanding this thread, and that's too bad, because for the most part, we're a pretty open minded, open arms group of GG drummers. Most of us absolutely know we're in the right church...for us. Probably isn't for you. Respectfully, Chaz

To: Paul Senior who wrote (35519)	11/28/2000 11:33:05 AM
From: tekboy	Respond to of 54805

I posted on this thread because I read posts here of some people who seem to be having problems with their use of margin, who seem to be in some pain at this point, which in turn seems related to the few stocks, G&K stocks, that they own. You see none of this that I am seeing, (is that correct?), so perhaps I am totally wrong and therefore completely misunderstanding the situation. aha, we now see the core of the problem. Glancing at a post or two that mentioned margin and losses, along with concentrated tech portfolios, you assumed pain and discontent and good-naturedly tried to offer some sage advice for avoiding such problems by diversification and prudence. But as Felix Unger used to say, one should never assume. Had you done a little more due diligence--such as reading the thread header, or the thread FAQ, or many posts--you would have understood better the context of the posts you first saw. They came during a thread portfolio survey, when people were explicitly asked to name their biggest mistakes of the year (for the edification of themselves and others), and were cautionary lessons for a group of pretty sophisticated tech investors who pretty much know what they're doing and why. If you read the thread FAQ you might realize what we are about here, and why your initial comments struck some as snide and obnoxious even though that was not what you intended. tekboy/Ares@byenow.com