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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote ()4/26/2000 5:31:00 PM
From: shamsaee  Read Replies (1) of 54805
 
About six weeks ago while watching CNBC,They had a portfolio Manger of a fund(can't remember the funds name),which had something like 522% return last year and was the number 1 Fund with five star rating by Morning Star.While,I listened to the brief interview,what struck was his selections and vocabulary he used(Enabling Technology,Barriers to entry,Gorilla,value chain,etc.etc.).I thought to myself this guy is a Gorilla Gamer.His picks were even more interesting JDSU,GMST,QCOM,INSP.He went into detail about how people do not understand GMST and the potential of the company.He also went further to explain INSP and described the company as a enabling technology with a lot of gorilla characteristics.I started looking at INSP briefly but did not follow through.They just reported earnings and from first look seem to have done very well.Does any one follow INSP and would it warrant a further look.

For the record,I have no shares in the company.
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