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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Lynn Goodman who wrote (15437)1/17/2000 9:33:00 PM
From: Uncle Frank  Read Replies (1) of 54805
 
Welcome, Lynn. I concur with Merlin that you should rtrfm before making your elections, and would also add Beating the Street by Peter Lynch and the Warren Buffet Way.

That kind of leaves you stranded for the moment, but the fact of the matter is that you have already culled a darned fine list of portfolio candidates. Only 2 of them are confirmed Gorillas, however, and if it were me, I would weight my portfolio towards them. As far as the Snowballs are concerned, the two you've chosen are pretty darned good if you like that style of investing, but I would advise sticking to Gorillas and Kings at this point of your investing career. Otoh, unclewest and Cha2 would advise otherwise.

The point is, there is no consensus, even among Gorilla hunters, on these issues, so who are you going to listen to? Please read the GG; it will help you develop a philosophy of investing of your own, which will preclude the need to ask the dreaded questions, what should I buy and is this a good time to buy.

uf
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