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


To: r.edwards who wrote (35909)12/3/2000 8:44:26 PM
From: Greg Hull  Read Replies (2) | Respond to of 54805
 
Hello G&Kers,

I've been away from the thread for a few months and just started reading it again a couple weeks ago. I want all of you to know my second impression is as good as the first: this is a special thread with high-quality content and expression.

From perhaps a perverse viewpoint, I don't feel I need to follow the G&K stocks in my portfolio as closely as the other stocks, so when I wanted to reduce my time online G&K was the one to come off my SubjectMarks. Now that the sun is setting earlier and the temperature dropping here in the northern hemisphere, I'm spending less time outside and I've added G&K back into the SubjectMarks.

Another contributing factor is the general degradation of most stock threads elsewhere (and this was before the political sniping began). Even the ignore poster feature yahoo added is insufficient, and I have abandoned once useful threads. This makes the quality of this thread even more striking.

I haven't read all of the posts I missed, but I did back up and read some the posts from a month or two ago. I did see the speculation on the postbot, but I did not put much weight in it. However I realize I was operating under a misconception previously. I thought, like most of us, BB had a day job and invested in the off-hours. It is now apparent that Sir Lyre is a mutual fund manager successful enough and talented enough to indulge his artistic avocation. Many have spoken in the past of their hopes/plans to do well enough in the market to quit their day job, but not BB. He's been there for a long time. While some managers share their insights on CNBC or WSW, BB chooses SI, MF, and y! Like Alberto Vilar, for him equities and opera go together like pate and Rheingau.

If you don't mind I'll hang around here for the next semester, and maybe even find an opportunity to contribute. Thanks for the education and entertainment. G&K is a nice oasis in the online desert.

Greg