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


To: Tony Viola who wrote (95)2/19/1999 12:35:00 AM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
Tony, it's good to see you over here. As a Silicon Valley denizen, you are in a great position to be in touch with the high tech market, and your portfolio is classic G&K.

Did you see the G&K Index? We've taken every candidate mentioned, purchased a hypothetical $10,000 worth of their stock on 1/4/99, and posted ytd performance for review at techstocks.com.

Now that we have some great discussion going, I think the element we need to add is news. Ideally, each of us should cross post news items we pick up on the threads of our G&K holdings.

Looking at the crop of new threads, they seem like baby turtles, with a high infant mortality rate to be expected. Our turtle has gotten off to a great start, with some heavyweight G&K investors as contributors. I think it's got a chance to become a permanent place for guys like us to meet, talk things over, and make more money <g>.

Frank

I just noticed we're not on the new subject list anymore, but we are on the HOT list. Wow!