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


To: saukriver who wrote (44337)7/12/2001 3:50:56 PM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
>> Caxton is quite a valuable resource on QCOM.

I couldn't agree more. I've been reading him for years.

>> His posts are normally not as detailed as Eric L's.

Another point in his favor <gg>.

Nobody's whacking Caxton, saukie; just folks checking to see if he knows the secret handshake.

uf



To: saukriver who wrote (44337)7/12/2001 6:08:02 PM
From: Mike Buckley  Respond to of 54805
 
saukriver,

We are treating [Caxton] like he is touting a pump and dump stock on the pink sheets.

In the event you're including me in that camp, I disagree. I'd love to have Caxton continue posting here as much as anyone. But I'd also like to know if he's read the book so I know how to frame my questions and responses. That's very far from treating him (or anyone) as if he is pumping and dumping a stock.

--Mike Buckley



To: saukriver who wrote (44337)7/13/2001 12:29:39 AM
From: hueyone  Read Replies (1) | Respond to of 54805
 
We are treating him like he is touting a pump and dump stock.

Although this has absolutely nothing to do with Caxton, it should be abundantly clear by now that Gorillas and "pump and dump stocks" are not mutually exclusive concepts. In fact, I would say Qualcomm has been an excellent example of this phenomenon, having convincingly demonstrated its pump characteristics in 1999 and its dump characteristics in early 2000----with the dump occuring indepedently of the rest of market action. One distinguishing factor, however, between a Gorilla pump and dump stock and what is normally referred to as a pump and dump stock, is that we expect the Gorilla to come back to fight another day.

Best, Huey