SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John Stichnoth who wrote (12593)12/11/1999 8:16:00 PM
From: Mike Buckley  Read Replies (2) of 54805
 
John,

If you want to diversify, say have no more than 20% of your portfolio in any one stock, and stay in gorillas--not kings--then there aren't enough companies to fill out your portfolio. You either have to go into Kings or into older gorillas.

1) Qualcomm -- Gorilla of CDMA
2) SAP -- Gorilla of ERP (middle aged?)
3) PeopleSoft -- Gorilla of HR
4) Siebel -- Gorilla of the Front Office (if you're like the rest of the world that disagrees with me that Siebel is the proclaimed gorilla)
5) Cisco -- Networking (routers) Gorilla (middle aged?)
6) i2 -- Gorilla of the Supply Chain (if it's not too early to crown a gorilla in that space)

I am uncomfortable having too much of my money in stocks that are growing like mad, but aren't making any money.

All of the above are making money, though PeopleSoft is barely making money in the last two quarters and is losing money on the basis of trailing earnings.

--Mike Buckley
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News