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

To: Stock Farmer who wrote (51930)	7/8/2002 10:49:24 PM
From: Curbstone	Read Replies (1) \| Respond to of 54805

Ah John, if only I could grasp the art stretching my clever phrases into lively debate. But I find myself nodding in agreement with your observation that returns are the true measure of an investment strategy. Money talks. All mine ever says is goodbye. Curbstone

To: Stock Farmer who wrote (51930)	7/9/2002 4:16:36 AM
From: Uncle Frank	Respond to of 54805

>> Perhaps take Frank's own words in post #312 to this thread in reference to the GKI when it was first established. Message 7970228 . Back then, Uncle Frank stated "The resiliency of our selections is yet another proof of the strength of G&K investing." Get your facts straight, John. That was message number 329, not 312. It was made over 3 years and 51,000 posts ago. >> Me, well, I don't have the world's firmest grasp on the definition of "polite" as it applies to this thread. I've seen your act on other threads, and you flatter yourself to suggest your loose grasp on politeness is specific to this forum. >> Or we can objectively review the foundation of the investment strategy and see if we can identify systemic flaws. Which is really hard to do if we don't admit that any exist. John, why don't you start a thread and do that very thing? Maybe some of your fans will join you in a lively, productive conversation. But as far as I'm concerned, you're one of the last people I'd like to have as threadmate - not because of your brain power, but because of your smugness and meanness of spirit. But that's jmho.

To: Stock Farmer who wrote (51930)	7/9/2002 8:15:52 AM
From: Seeker of Truth	Respond to of 54805

Returns are the only measure. Right. But what period are you looking at? I was lucky enough to hear a talk by Bill Joy, of Sun Microsystems, in 1986. He said, en passant, that MSFT had a monopoly and would do superlatively well. I told my sister to buy a lot and she did. She still has it! and her cost she figures is a dollar or 2 per share. I, like an idiot, didn't buy any at the time, thinking that what I was already invested in, though not what we now call a gorilla, was just as good as MSFT. Your point I gather is that gorillas and kings haven't done well in the last 2 years. Probably this won't be news to those on this thread, though. Why not use your analytical skills on the problem that vexes many of us, i.e. under what circumstances should we get back in?