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

To: voop who wrote (2147)	5/23/1999 12:37:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Voop, Don't be shy about keeping us in the loop about Knight-Trimark. I often do a lot of research stuff on weekends but lately have been preoccupied with other things less fun but more important. :) I might get to a valuation later today but don't be disappointed if it doesn't happen. Maybe someone else will be interested in doing it. (Valuations? Nah. Who needs 'em in this market? Just buy and the dang thing will go up. :) --Mike Buckley

To: voop who wrote (2147)	5/23/1999 12:51:00 PM
From: Bahama	Respond to of 54805

Hi voop, I'm not sure that the inclusion of stocks we own (or lack thereof in the Red Herring case) gives a list credibility or not. That's sort of like saying it's good if it agrees with me and bad if it doesn't. I posted the RedHerring link partly to see whether the list was dismissed as useless just because it didn't contain QCOM (which I finally bought). Having said that, what use is a list of "200 best stocks" or even 50 for that matter (other than passing interest). There WILL be some losers on those lists and if the small subset that we actually buy from that list happen to be losers (even if the performance of the overall list is excellent), it is of no value. Anybody can produce a list of 200 stocks that as a group will do well going forward. Anybody. If these list makers really believe they have a superb selection criteria, they ought to give a list of 5-10. They never will, of course, because they put their credibility at risk. It's much easier to hold credibility with a large list, and credibility seems to be what their game is all about. Forums like this are much more useful for the small investor.