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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: StockHawk who wrote (15096)1/13/2000 11:49:00 PM
From: chaz  Read Replies (3) of 54805
 
Thanks stockhawk. I agree we should present some sort of initial format, but I also think your format is far more ambitious than we have a right to ask.

I'd be happy if the nature of the business is discussed in some depth, a revenue and net history is included, and a rundown of competitors is offered. I think we can expect the first pass by these folks will be positive...it's their "baby" so to speak, and they'll put the best foot forward as they can.

I don't think they'll be able to identify the crossed chasm, (sometimes we can't either, until much later), and same goes for a tornado. What they might be able to do is review news for possible market forecasts, gleaning other tidbits of interest as they do so.

I do like the idea of giving them a list of references to check out. Many of them have said they don't know where to start, so having such a list will be a major help for them.

There are now 13 companies on the list:

INTF CKFR BVSN PHCM GSTRF STDI RSAS INKT RMFD BRCM VRTS VRIO EXDS

First pick rights go to the following, in this order:

Bretsky
James Sinclair
tdcunningham (who's put a reserve on BVSN)
SAM + his brother, Rickus123
DM (Denise, who says her hubby knows Brocade)
Eric L...who asked for RSAS
Bruce Brown
John Stichnicoth (I think I blew the spelling...sorry about that, John)

I want each of these folks to know that they'll get all the help in the world from the rest of us. Folks, just get the process started...dig out the basics, make it fun for yourselves to do just that, and pretty soon you'll find the process guides itself, and you, to a pretty good analysis.
Try to figure out what would make you buy the stock, and then tell us.

Good hunting folks.
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