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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Seeker of Truth who wrote (8986)10/27/1999 11:36:00 AM
From: Uncle Frank  Read Replies (1) of 54805
 
>> There should be at least one or two stocks that you're refraining from buying purely because of the high price, even though you admire the company.

I'd say that reflects well on your self control and discipline, Malcolm. I take it your primary orientation is value investing, and if so, you must have found almost everything overvalued for the past few years by traditional measurement standards. If we are to believe the authors, Gorillas always seem overpriced, but provide excellent returns anyway. I note that you own msft. If I may ask, how long have you held Microsoft and how have its returns compared to your other holdings?

Frank
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