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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: LindyBill who wrote (4653)8/5/1999 1:15:00 PM
From: Sunny  Read Replies (1) of 54805
 
A question relative to the game. Moore says buy gorillas on mainstreet because they have legs and the margins over everyone else.
Cisco has certainly maintained its value better than many of the other stocks in the G&K list. (Time for an admission, one of my many sell side mistakes was selling cisco, it has since doubled)

I also take it that you think there is more money in buying the Gorillas rather than trying to catch something else in the hyper growth stage. Thinking about the CAP and the long term relative gain in CISCO, do you think there are new tornados to come as the company expands, if so into which sector?

Thanks for the input
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