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

To: Sir Auric Goldfinger who wrote (41272)	4/1/2001 3:44:01 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

IF one throws in commissions, In addition to forgetting to be civil, which is the one primary requirement of this thread, you are also forgetting that this thread is long term buy and hold ... if one isn't busy buying and selling, then one isn't incurring any commissions. Over the same period This phrase is key to the difference in this thread's point of view and what seems to be yours ... assuming that you actually have a point of view that is something other than merely attacking others. One can always pick a period to compare A versus B to make either one look unfavorable. If one's focus is short term, then picking which is which in any given period is key. But, if one's focus is long term, then these short term issues are really beside the point since we start off with the assumption that attempts to time the market are at least as likely to go wrong as they are to work, regardless of the temptation of hindsight. Where are the risk controls Had you made any attempt to familiarize yourself with the focus of this thread, instead of simply leaping in with both guns blazing, you would have found that the risk management here lies in picking the right companies over the long term. A gorilla has control of a market in a way that other companies don't and therefore is not subject to the same kind of whims that can lead other companies to lose favor unexpectedly and irreversibly. I can't imagine why you are choosing to post on this thread if you think so little of our orientation. I am sure that you would be happier elsewhere.

To: Sir Auric Goldfinger who wrote (41272)	4/1/2001 4:05:53 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> BTW 47.1% negative returns since late December is absolutely terrible. You are laboring under a misconception about the Gorilla and King Index. It is not intended to be a model portfolio, but instead, a construct designed to track valuations of the individual components within it. The charter of the thread is to nominate new candidates for the GKI and do fundamental analysis on them, while at the same time performing due diligence on earlier selections. While I realize that traders don't put a high premium on fa, I'd ask that you to respect the rather unique orientation of our group, and find another venue to satisfy your appetite for contentious debate. uf

To: Sir Auric Goldfinger who wrote (41272)	4/1/2001 4:56:50 PM
From: j g cordes	Read Replies (1) \| Respond to of 54805

OT.. no, we're not both right. The term jig and gig have different meaning in one important respect, especially as it applies to the phrase "jig's up." Only the word jig means to trick or cheat; to cajole; to delude. "Gig" shares many of the other meanings of jig like dance, twirl, fishing references, etc. and by coincidence of sounding the same are often confused. Thus, Jig is up means... (Courtesy of John Gold) "Meaning: You are caught, you are discovered, the deception is uncovered. Example: The jig is up for Lisa. Her boss caught her playing solitaire on company time. Origin: "Jig" is defined as a trick or game. Hence the "jig is up" literally means the trick is over. " -- I'll assume this is how you meant to use the phrase, meaning Gorilla and King's trick is uncovered or over. To say the "Gig is up" would imply their dance, fishing or music is uncovered, which sounds a flat note based on your other criticisms. Lets get to the heart of the matter. G&K's reasoning for picking investments is obviously not a short term trading strategy, but one for long term investment much like index funds. A year's performance is incidental, especially if periodic buying to accumulate is practiced. Over long periods their choices might exceed the average return of the S&P. It seems to me they're only trying to pick strong stocks using an analogy of strength and leadership. Periodic buying will dollar cost average the long return, even though currently, as you point out. they're down. 47.1% this year. Ouch is right! Trading is something else entirely, which I don't think the methodology offers much insight to. Tangentially asymtotic, Jim