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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (8277)10/14/1999 11:11:00 AM
From: StockHawk  Read Replies (2) of 54805
 
John,

I might be off base here, but the SNDK discussion brings to mind the difference between the manual and this very fine thread. It seems to me that the major difference between the two is that the book advocates buying baskets of gorilla candidates while this thread, for the most part, seems to prefer to buy single established gorillas or extremely likely emerging gorillas. The only presentation of baskets we see here are the front office group by Mike each month.

The model in the book says (p.166):

"Find markets transitioning into hypergrowth. Buy the basket of stocks..."

(p.174)
"The key to gorilla game investing, as the above examples illustrate, is not to focus on which stocks to pick, but rather on when to buy into a particular category. This substantially reduces the downside risk of investing, and positions one to capture the acceleration when it hits."

Now, which approach is smarter/safer/more lucrative? Something to think about.

StockHawk
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