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

To: chaz who wrote (35531)	11/28/2000 5:10:58 PM
From: Judith Williams	Read Replies (2) \| Respond to of 54805

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. Me too. It's the market that gives me the willies. While we all would have profited more in the last quarter or so by being heavily invested in utilities, what kind of curiosity would those positions have spurred? One aspect of dd that often gets overlooked is that it should be rewarding on multiple dimensions. The diversity within the various G&K technology worlds is exciting intellectually and after the wild ride last year perhaps for a bit that will have to be solace for the steep declines. I remain convinced that new ideas and new technologies will drive future developments. Plus, they are just plain fun to puzzle through. Judith

To: chaz who wrote (35531)	11/28/2000 9:09:51 PM
From: Paul Senior	Read Replies (1) \| Respond to of 54805

Chaz, others. Thanks for your replies. Chaz, I only know of one site that posts comparative stock prices, and I used the longest timeframe that I saw. If I knew where to get multi-stock comparative 5 year histories or longer, I'd try it. There's business diversification and there's portfolio diversification also, imo. I agree that within the rubric of technology there is much diversification by type of business and business progression (growth phases). There's no portfolio diversification though in a portfolio entirely devoted to technology stocks (G&K) apparently. I like portfolio diversification because it reduces market risk (maybe, depending on definition of 'market risk') and reduces portfolio volatility (sometimes). That enables me to get through the hard times. And I believe I understand G&K people saying that if the G&K choices are correct, why consider market diversification (e.g. a portfolio of technology as well as retail, finance, etc.) which will reduce returns and dilute efforts? And to get you guys through the hard times, my opinion is that you guys do have your religion, your comradeship, your confidence in your detail research. That's just not me at all. As I consider myself a value investor, now that G&K stocks are down somewhat, I am curious to see if people on the thread are viewing their stocks as bargains, and are adding to positions. (That's something a value investor might do.)I'm also curious to read if people are tapped out -- I see that (i.e. it is my opinion) as being both a money management issue and a portfolio issue as well. Because in a well-diversified portfolio, there still are or could be sectors that are at highs and from which sales could be made to redeploy into other, more attractive (beat down) areas. I'll go back to lurking. Paul Senior I mean no attack on anyone's investing style or performance. I am not implying I have a better way to invest. I am not implying my stock performance is better than anyone else's. (It is possibly worse.) I'm not a maven or guru. I'm just giving my opinion. I've appreciated the responses to me - I have learned something helpful - both about me and about my investment style. Thanks.