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


To: Uncle Frank who wrote (35951)12/4/2000 10:05:02 PM
From: Rick  Read Replies (1) | Respond to of 54805
 
The changes this week:
1. E. "Ownership Survey" - Contact Apollo (Snasraway). See posts #11397, 23964, 35281, and 35398 for information on the Personal Portfolio Survey of the G & K thread.

2. PSR = Price Sales Ratio. Stock Price divided by Sales per share. – ardethan.

3. DD= We believe, as Waren Buffett noted, “investors should think of investing like a baseball game where no strikes are called. It's OK to let lots of hittable balls (excellent investments) go by untouched. What's important is that when you do swing, you swing at a gimme. This requires us to stay within our circle of competence. - ardethan

4.W. How do “Cool Posts” get nominated on SI?
See post 35594.

- Fred

(Ö¿Ö)

PS: Only 3 days behind!



To: Uncle Frank who wrote (35951)12/5/2000 5:48:11 AM
From: Maurice Winn  Read Replies (4) | Respond to of 54805
 
UF, Just a bit on Gorilla hunting. I have spotted a monkey in a chasm with bowling balls being thrown at it. I am RTFM and I'm not a suitable candidate for the technique according to the manual, because I'm one of the high risk "Before the chasm" "Early technology LTBH carry the risk" types for whom GG [Go Globalstar, not George Gilder, George Gotch or Gorilla Gaming] is more my style.

I have not quite finished RTFM, but have randomly read 80% of it. I am now an expert.

I figure being in a really deep chasm, out in the jungle, is fun and adventurous and the climb out should be exhilarating. None of the passive "wait till you see the whites of their eyes" stuff for me. I say go rushing off into the jungle, into chasms, beyond chasms. Grab the baby from its mother!! Sure, that's risky, but you get to keep the whole baby ... with a bit of luck.

There is a bit of shouting and squabbling going on right now as it happens. I have hold of a leg.

Thanks again for the manual on catching one.

Mqurice



To: Uncle Frank who wrote (35951)12/5/2000 8:59:59 AM
From: DaYooper  Respond to of 54805
 
I this this refutes the allegation that the recent nasdaq correction had nothing to do with the presidential elections.

Hi Unq -- just think, the next time the V.P. approaches the podium we will be getting one heck of a rally instead of a crash. Won't that be nice. :-) Rory



To: Uncle Frank who wrote (35951)12/5/2000 11:29:19 AM
From: mmbw  Respond to of 54805
 
Frank- It looks like that the election resolution and Greenspan talking this morning could be just the boost the market needs.

news.excite.com

WASHINGTON (AP) -Federal Reserve Chairman Alan Greenspan expressed satisfaction Tuesday that the rate of economic growth is slowing to a more sustainable pace, but he warned of the dangers posed to the economy from unexpected shocks.

Greenspan specifically mentioned the sharp plunge in stock prices and the possibility this could cause a cutback in consumer and business spending. He also said rising tensions in the Middle East could cause oil prices to surge unexpectedly.

Greenspan's remarks, delivered to a banking conference in New York, were the firmest signal yet that the central bank is switching its chief concern from fighting inflation by raising interest rates to worrying that its credit tightening has gone too far and could prompt an outright recession.

"In periods of transition from unsustainable to more modest rates of growth, an economy is obviously at increased risk of untoward events that would be readily absorbed in a period of boom," Greenspan said.