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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: the dodger who wrote (51235)	5/5/2002 2:31:08 PM
From: hueyone	of 54805

Hi Dodger: Still remember your post a couple of years ago about how Cisco, (or was if Juniper) couldn't possibly be worth its current valuation. Of course the post was generally dismissed here at the time. The point is, it's really the short-term trader/speculator that got stung by the correction - and not the long-term buy-and-hold investor. Yes, I don't think long term buy and hold investing is dead either, but it works considerable better, when like Warren Buffet,(and unlike many of us Gorilla Gamers), one makes purchases at reasonable valuations with a margin of safety. Best, Huey

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