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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: straight life who wrote (16916)2/1/2000 1:27:00 PM
From: LindyBill  Read Replies (3) of 54805
 
RE: JDSU

It's a King, GG, it always was a king, and it always will be a king. It is the kind of King that is so strong that you can treat it, from a buy standpoint, like a Gorilla.

You just have to realize that:

1) It grows much faster than a Gorilla,

2) Is not as undervalued as a Gorilla,

3) Has an "Achilles Heel", it can be commoditized.

I just realized that point #2 has not been explored on this thread.

IMO, Kings tend to be much more fully valued than Gorillas; the market understands them better. This means that you cannot be as smug about getting a good buy on a King, you can overpay.
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