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

To: Apollo who wrote (47484)	10/4/2001 7:51:28 AM
From: paul_philp	Respond to of 54805

Appolo, IMO, the proper way for Moore et. al. to handle 'the market' in the next revision of the Gorilla Game is to remove all ideas about 'when to buy' or 'when to sell'. The book is about selecting companies as candidate investments. As we have seen, the TALC is not the only cycle that matters. The business cycle and the bull/bear cycle matters. These are beyond the expertise of the authors. As for Portfolia strategy and the Gorilla Game, fuggetaboutit. Paul Although Moore knows nothing about the market his advice seems to have been solid and effective over the last few months. Much more so than most experts.

To: Apollo who wrote (47484)	10/4/2001 12:29:27 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> Frankly, I don't think GM knows jack-didley about "the market". I have empathy for Geoff's position. Because he wrote a best seller, a portion of his readership expects him to guide and comfort them through the valley of the shadow of death. I believe he takes those expectations too seriously, and in an attempt to help them, goes beyond his depth and fumbles in the process. As a doctor, you're subjected to the same pressures but have learned the limitations of your art and don't hold out false promise to those seeking miracle cures. Geoff might well read the recent letter from Peter Lynch and see how a seasoned "guru" handles himself during a crisis. Once Dr. Moore gets his feet back under him I'll bet he writes another wonderful book. And I'll buy it. Then I'll pick out the parts I like and incorporate them into my personal g&k strategy book, and chuck the rest. Just like I did last time. uf