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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (11228)11/27/1999 9:13:00 AM
From: 100cfm   of 54805
 
Sir Apollo

Great Job!!

i to am surprised at the high place finish of gemstar considering it is not discussed nearly as much as lower placed finishers.
the 5th place finish of cash in the 15 most widely held catogory was also surprising. one would think with all the gorillas and kings on the list that cash would hold a much lowlier position.
is it not true that one should never try to time a gorilla.
i know personally that waiting on J as in Jaugernaut DSU
i have left mucho denro on the table. one should probably not try to time a king soon to be a gorilla either.
i would like to see more discussion as to jdsu being crowned a gorilla. that would porbably get more cash into the hunt.

one could take the top ten holdings(less the cash) and make that a G&K index, track it for the next yr and then do another survey this time next yr. it would be very interesting to see the changes.

100
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