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

To: Stock Farmer who wrote (44525)	7/16/2001 2:05:41 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

Which recognizes inclusion and adoption of alternatives within the tactical toolkit. Not to mention that several of us have been very up front about saying that the GG is how we run the LTBH portion of our portfolio, but that this doesn't mean that there are not other parts.

To: Stock Farmer who wrote (44525)	7/16/2001 3:09:29 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> of course I was not answering on behalf of Earlie. I'm glad to hear that. He doesn't need any help - he's a handful all by himself <gg>. >> How is a standard deemed to be applied? I was stating my impression of the consensus. There are many here who are regarded as valued contributors who have a significant trading component to their investing approach. Several of them - chaz, stockhawk, and lindybill - are members of the round table advisory board. I have to confess to being part MoMo myself :-). >> I do sense that this potential dichotomy is not fully appreciated or understood. I think you underestimate the inventiveness and intelligence of the members of the forum, but if you continue to participate it should become clearer. Many of the gang are older, well heeled types who have tried about everything but settled on lower risk/reward approaches. >> it is one thing for a company to have a sustainable advantage, it's entirely another thing for a stock to have a sustainable advantage. In the words of my favorite CEO, "the market always gets it right, eventually". uf