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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Larry S. who wrote (40519)3/17/2001 10:20:36 AM
From: Mike Buckley   of 54805
 
Larry,

I've never bought into the idea that the Gorillas of today will suffer the same consequences as the Nifty Fifty of the 70s. If they do suffer the same consequences, it won't be for the same reason and that's very, very important.

There are primary difference between Gorillas and the Nifty Fifty. The the latter operated in a world of rampant inflation for nearly a decade; inflation is well controlled (maybe too much?) for Gorillas these days. The Nifty Fifty didn't have the sustainable, competitive advantage that Gorillas have (my opinion). Many of the companies in the Nifty Fifty didn't dominate their industry to the extent that Gorillas do. The fact that most of the international drug companies were in the Nifty Fifty shows that stock selection for the Nifty Fifty wasn't as selective as Gorilla Gaming which identifies only one Gorilla per industry.

If Gorillas remain well below their highs for years or never attain their highs, it will be because enough of the most visible ones have waltzed down Main Street far enough that their growth is too limited to easily attain those highs. If that proves to be the case, it will be undoubtedly misunderstood by the financial press and the overwhelming majority of the investing public, making it more important than ever for astute investors to be highly selective in choosing younger Gorillas and Gorilla candidates.

--Mike Buckley
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