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

To: Seeker of Truth who wrote (43769)	6/21/2001 7:38:35 PM
From: Stock Farmer	Respond to of 54805

Malcolm - Well pickle my gizzard and bowl me over backwards... >>one keeps a ballast, sells when the valuation is excessive, and picks gorillas at decent prices << Uh, yes... precisely!!!!!!!!!!!!!!!! Next: define "excessive" and it's metric. Define "decent prices" and its metric. When you have done so, you and I will be in perfect agreement! Do you have any suggestions what these might be? John P.S. Re >>meanwhile he [John Shannon] is holding his money, not making or losing<< A necessary point of clarification. John Shannon is earning a nice fat healthy stream of income, and indeed many of his stodgy old bonds and preferred shares and dividend earning equities have appreciated in price over the last 15 months. You would be more precise to say "is making not losing". Without worrying. Yes. That's so cool. And my expectation based on currenet views is I'll be able to re-establish long positions with anywhere between 3 and 10 times the number of shares as I held before I bailed. After tax.