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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (12014)12/5/1999 11:05:00 AM
From: gdichaz  Read Replies (1) of 54805
 
LindyBill: As a relatively new person on the block compared to you and Uncle Frank, (can't say "kid"), since I only joined last spring soon after Mike came over from his Fool/AOL thread, I second your suggestion THINK TANK TIME.

The timing is excellent, since we are scheduled to discuss and probably revise the G&K and Watch and Wait lists this month.

The current version was pretty well set up before I arrived and the lists need reaffirmation and/or updating.

And your suggestion that clarifying Kingness here could be a very positive and worthwhile activity here is right on the mark.

I have struggeled with JDSU's kingness specifically and could use some help in clarification re just what it is that makes JDSU a king. It is either a very very strong king or a sort of hybrid. But in no way is it a godzilla IMO. Therefore this area of focus is excellent.

Thanks for this initiative.

Cha2

Of course I have a vested interest in JDSU remaining a King so it can still be the King in my One Gorilla, One King, One Godzilla game. The Gorilla slot is well occupied by the Q and no way is that an open position.
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