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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Fred Davis who wrote (9714)11/6/1999 8:02:00 AM
From: uel_Dave  Read Replies (1) of 54805
 
<<I bought a few shares of QCOM yesterday at 276 and jumped in at the close for a few more at 292. Q is now my largest holding. I also still own MSFT, AOL and WMT. Probably need to kick out WMT and buy more AOL or QCOM. >>

Hi Fred, congrats on your purchases of Q, you will be very happy with them for several years. If you refer to the RFM ( Revised Fine Manual ) on page 193; there are lists of rules that can help guide you in your decision:

First the Gorilla Game only focuses on High Tech companies, therefore, can not comment on WMT.

QCOM and MSFT are Gorillas and AOL is a King.

Rule 4. Hold gorilla stocks for the long term. Sell only on proven substitution threat.

Rule 6. Hold Kings and princes lightly, selling individual stocks on a marketplace stumble and the category upon deceleration of hypergrowth.

Rule 7. Once it becomes clear to you that a company will never become a gorilla, sell its stock.

Rule 8. Money taken out of non-gorilla stocks should immediately be reinvested in the remaining gorilla candidates.

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Therefore by the rules of the RFM, the guidance would be to
sell WMT and buy gorilla stocks such as MSFT and QCOM and holds Kings such as AOL lightly.

<<I am starting with only 10,000 capital and unable to buy blocks. >>

I never bought a block ( 1000 shares )of QCOM. I have bought it 36 times over the last year ( no selling of the stock yet ) and bought as many as 200 shares and low as 5 shares at a time.
The gorilla strategy just has you add money to the gorillas when you have it available, instead of trying to time the market and wait for pullback. There are other opportunities that QCOM and other gorilla stocks correct for no apparent reason, then refer to the RFM:

Rule 10 Most news has nothing to do with the gorilla game. Learn to ignore it. (e.g. the cancer story with cell phones was a recent buying opportunity )

David
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