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


To: Uncle Frank who wrote (49111)11/26/2001 9:35:54 AM
From: Wyätt Gwyön  Respond to of 54805
 
but it was meant to be posed to contributors to the forum

why uf, i thought that included me! at least w/r/t joining in the parade of portfolios as i did last year at this time. also, since the portfolio i posted was something like 79% cash, i imagine it did better than most, which must be some kind of contribution. subsequent repositioning into value stocks added another 15% or so, but please don't hold that against me.

What I find annoying are those who use unnecessary repetition as a device.

i totally agree. i look forward to the day when airport scanners are sophisticated enough to keep such devices off of airplanes.

w/r/t contrarian comments, what's one man's repetition may be another man's nuanced, fractal reality of infinite depth, or infinite jest as the base may key. b/t/w, are spoonerisms another annoying device? i have some counter-measures in mind.



To: Uncle Frank who wrote (49111)11/26/2001 9:38:02 AM
From: Cosmo Daisey  Read Replies (2) | Respond to of 54805
 
UF,
I think many SI posters on this thread and others confused brilliance with a Bull market and are out of the game.
There are Gorilla's in all sectors of the market, not just telecosm tech and an investment plan that doesn't include a focus on the overall market direction will be an expense plan. The Biotech sector is now where the computer sector was in 1970. There are Gorilla's waiting to be found and exploited. Sure it's a volatile sector but is there any area of the market with Gorilla potential that isn't?
cosmo