As Gorilla gamers, we should measure Q on the velocity of its Tornado (cdma adoption rate), the strength of its ipr, and its quarterly reports. Momentum isn't a metric in gg evaluations.
Prosperous investing,
Frank
WOW. Like True Confessions reading my favorite thread this AM. FWIW........
1. I am 50% Q, and wish I had funds to buy more right now, given my 3-5 yr perspective. I don't find today's downturn or this month's fluctuations particularly disturbing.......I am confident in Q's future; and I am not susceptible to margin influences, options issues (since my better half won't let me consider it).
2. As I posted last week or so, revisited the CDG web site (www.cdg.org) confirming CDMA growth worldwide continues unabated.
3. My other 50% is spread chiefly amongst INTC, LU, RMBS, EMC; each of these is a gorilla, gorilla candidate or a king. I believe the GG principle, which is the highest long-term gains with lowest risks.
4. AS for Q, I believe we are only 10-25% of the way in to the tornado; GG principles would dictate that we buy more here. Am re-reading the GG now, and I am reminded that "the market always undervalues the Gorilla, especially when in the tornado".
5. I agree with the comment earlier today that dominant 1-stock portfolios require extra stamina in the face of weekly fluctuations.
6. I admire King Arthur and others with heavy Q bias for holding in the face of market whims. (I was going to say "market adversity", but from what I see, we don't even have that, just unverified rumor and Q silence).
Best to all of my threadmates,
Apollo |
