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

To: Mike Buckley who wrote (45001)7/30/2001 6:23:49 PM
From: 100cfm  Read Replies (1) | Respond to of 54805
 
Mike

Speaking of Gorilla characteristics, shouldn't one of them be how well it hangs onto to it's value during adverse conditions.
ie IBM which is only off 22% from it's 52wk high. Not too many other tech stocks can say that if any.

I think there is something to say about that. It's great to idendify the companies that will reward us due to their gorilla advantages but it would also be nice to keep some of those rewards too, since the majority of us don't know a top in the market from a hole in the wall.

Just a thought to think about when we get a chance to rebalance our portfolios.

100@strike2andnotgonnahaveastrike3



To: Mike Buckley who wrote (45001)8/17/2001 5:45:05 PM
From: Rick  Read Replies (1) | Respond to of 54805
 
Hi, all:

I've been way behind this summer for a number of reasons. But I hope to catch up in another week or two.

However, I'll post the next FAQ version this Sunday, and it will have all the requested changes I'm aware of so far.

- Fred


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