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

To: Mike Buckley who wrote (37440)	1/3/2001 9:25:07 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

Ubiquity: members.home.net - Eric -

To: Mike Buckley who wrote (37440)	1/3/2001 10:23:27 AM
From: Larry S.	Respond to of 54805

Mike, all the above. I actually have a fairly diversified portfolio, with about 20% of my investment capital in the GG arena. I also have a lot of money in JANUS funds, which are a cause of concern to me. I have decided to hold the positions i have. I base a buy/sell decision on the current price of a stock. the price paid really has no bearing on that decision (kinda like the ideal gas formulas :) ) These stocks are screaming buys and i need to just calm that GONNA SELL IT BEFORE IT ALL GOES AWAY feeling. thanks for the input. larry

To: Mike Buckley who wrote (37440)	1/3/2001 3:38:38 PM
From: chaz	Respond to of 54805

Only Chaz can repeatedly know what the general market is going to do and when it's going to do it. Mike, I'm not sure I can deal with this faint praise. I don't know anything about the general market, and I certainly don't feel I've been predicting with all those cogent posts I've entered during the last four-five months. I do read a great deal, including two local and many out-of-town newspapers. I watch yield curves. I talk to people. And I arrive at what is, for me, a general feeling about the market (direction) as a whole. I tend to react to that feeling. I am much less sanguine about individual stocks, but last evening, near the close, I did put 50% of my cash into NTAP. Then there's my wonderful decision to purchase a prospective position in ETYS. Boy, that one really worked out well, didn't it! FWIW, I'm not ready to commit fully to the market, so I'm still holding 50% cash, and I may not stick long with this much NTAP, expecting to spread some profit into the other companies on my list. Chaz