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

To: Gayle Riggs who wrote (48311)	10/25/2001 2:31:15 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> UF asked some time ago that if I came up with my "lessons I hope I have learned from high tech investing" to please share them with the thread. To be more accurate, I cajoled, begged, and pleaded. Nice to see you've taken the bait <gg>. >> What I am leaning toward is a mechanical rule, a rule that exits me (potentially) from a position as the stock price increases. What a wondrous thing that would be. Even a crude indicator would be of enormous value. I presume one would be able to use the same tool to identify reasonable entry points as well. >> The above is incomplete and cannot be implemented until I (we) have a better model for point 2 above. In short, I (we) cannot make entry and exit decisions (in a rational manner) for CIGs until I (we) have a theory of value. Postulating the existence of such a metric is the logical starting point, and very exciting stuff in and of itself. Regards, uf