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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: Mr. Big who wrote (48416)12/21/1999 10:16:00 AM
From: gizmo&jack  Read Replies (1) of 108040
 
In CAIS at 23. (1) KKR is the absolute cream of the crop. Nobody does better dd and they do not play around. Kravis is not a billionaire by investing in losers. They tend to win BIG on their investments. Follow the big money. (2) Doing my own dd (which took me probably one billionth of KKR's time) showed me some strong fundamentals. 50% revenue growth for the latest 9-month period. Company trading at 31X revenues. Should be an easy 50% to 100% gain here, probably by the end of the week assuming no Fed surprises.

Re OPTO: Rome wasn't built in a day. Holding every share.
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