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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tekboy who wrote (20975)3/22/2000 8:13:00 AM
From: gdichaz   of 54805
 
tekboy: As with most situations in the real world, there was (and is) an alternative B. (and C...).

Many moons ago when I was searching fiberoptics for a gorilla and found none, I did pick up both Uniphase (the predecessor of JDS Uniphase) and SDL Inc at the same time - a "basket" of a king and a prince - with much heavier weighting for the king.

Both companies have excellent management, strong technological skills and substantial penetration in an exploding market.

I have simply hung on to both. Not sorry.

So you do not have to "churn" if you choose carefully in the first place.

Zero realized short term or long term gain so no tax. (yet)

See no reason to sell either and plenty of reason to buy on dips (which I do).

Note that in the discussions of my game here I have tried to be careful to point out that while IMO JDSU is my "One King", SDLI deserves DD as the smaller but excellent possibility in fiberoptics components (widget) supply.

Again as Bruce Brown has suggested, there are perhaps times and situations (no gorilla in this case) when a "basket" of two or three stocks is a sensible approach.

Just an alternative for those interested. And consistent with Gorilla Game principles as I understand them.

Best.

Cha2
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