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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (18016)2/15/2000 10:32:00 AM
From: StockHawk   of 54805
 
>>How does this apply to Gorilla Gaming? <<

Bruce, my real point in questioning your 60 month stock performance chart for stocks like CREE is simply that looking at the performance of a stock long before it shows up on a gorilla-hunter's radar is, IMHO, not relevant here. Part of the GG theory is that we miss whatever run-up there is from infancy (IPO?) to the point where we might consider buying the stock. Yes if we bought CSCO or MSFT at the IPO - or even before as venture capitalists - we would have made a zillion percent on our money, but that is not the GG. That would be a totally different strategy (and a fine one) just not what we choose to discuss here.

I bought QCOM during 1999. I know that people who bought in 1998 had a higher percentage gain than I did, but I don't care. From my point of view they bought too soon and took on too much risk. Fine for them, not fine for me.

Enough said on this topic. I do apologize if I have offended in any way.

StockHawk
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