Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (15214)	1/15/2000 11:52:00 AM
From: Eric L	Read Replies (2) of 54805

Mike, << More important, though I don't necessarily subscribe to the strategy of buying a basket of stocks, I will buy the leading candidate for Gorilla long before it is a Gorilla. The reason I don't buy a basket of stocks is because I don't want to be forced into buying weaker companies. >> I simply wanted to say that this is exactly the way I have elected to play the Gorilla Game. This is the reason I invested in GMST (14% of portfolio) before it has become a Gorilla (which I do not yet think it is) and before the tornado has begun. It is why I enjoy presentations here of stocks with small or medium size market caps and companies that are not yet in the tornado although I do look for clear evidence that they are well into the bowling alley (which is sometimes not easy to get at). Now what can we disagree on today? <g> - Eric -

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