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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (11184)11/26/1999 12:13:00 AM
From: Uncle Frank  Read Replies (2) of 54805
 
>> I have 11 positions in 10 underlying stocks and don't have the slightest idea what the consensus estimate or the date of upcoming earnings reports is in any of them. That is not what long-term investing is about nor is it what gorilla-game investing is about.

<LOL> Don't worry, Mike; I'll keep you advised about qcom, gmst, and ntap. Maybe the gang will help with your other 7 holdings <gg>.

I started looking through the fm trying to find a passage that supports my preoccupation with quarterly results, but was stopped cold by my favorite quote:

The amount of wealth generated by an enabling technology tornado that creates a true gorilla dwarfs any other investment returns on the planet.

Owning Q is a once in a lifetime experience, and its only just begun <vbg>.

Casino opens 9h 21m
Frank
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