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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: freeus who wrote (8924)10/26/1999 2:50:00 PM
From: LindyBill  Read Replies (1) of 54805
 
Aol of course, is a King. I got out of it around 150, and I was nervous all the time it was making me a bundle.

For a Gorilla to fall by 1/2, the story would have had to change.

For instance,

I got out of Intel when it became obvious to me that profits were not going to increase as fast due to the falling prices of PC's,the pressure on margins, and the move by PC makers to lower end chips.

I got out of Microsoft when it became obvious that the stock was going nowhere until the DOJ decision was made.

I got out of Cisco when it became obvious that the stock was at full valuation at its present PE, and was going to go up the same amount as it's increase in earnings each year, instead of doubling each year, as it had in the past.

To get out, I had to have a place to go, and I did. Qualcomm.

Moore's philosophy is to buy Gorillas and hold long term. That is not my philosophy. I use Moore to find them, then I ride them as far as I can until I find a better Gorilla to move to.
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