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


To: Mike Buckley who wrote (626)3/3/1999 12:22:00 AM
From: Uncle Frank  Respond to of 54805
 
>>>If there is a consensus opinion that, indeed, it is not appropriate I'm happy to discontinue the monthly wrap-up.

Mike, a lot of us would be disappointed if you didn't do your monthly wrap up. In my case, it's a field I am unfamiliar with, and you are giving me a good start on my education.

As far as market baskets are concerned, it would be fine with me if anyone wants to organize one. I haven't felt compelled provide one myself, since the thread (folder) charter doesn't mandate one.

Frank



To: Mike Buckley who wrote (626)3/3/1999 5:42:00 AM
From: chaz  Read Replies (1) | Respond to of 54805
 
Mike, I can't speak for others on the thread, but it seems to me that this single thread could become a sort of clearing house in which we severally identify logical candidates in a group of baskets, help one another decide for example, who competes with who, and then let each of us do our own dd on which to buy for our own portfolios. To be honest, I lack the expertise to even identify all the baskets, much less find the players in each one. Given the players, I'm fully capable of doping out which has the fundys to go the distance, and I've got enough technical expertise to time my buys and sells. But we can help each other...ie, telescope the time it takes to become alerted...find those present and future leaders. Chasing down 30 threads or more is just not productive....confusion, hype, irrational rather than informed opinion, analyst distractions...all these just get in the way.

By all means, keep the front office stuff coming. Let's find ways to get more just like it. Anyone have a different view of what we should or could be doing here?