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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (18186)2/17/2000 10:41:00 PM
From: chaz  Read Replies (3) of 54805
 
There have been recent suggestions for companies to be added to the Project HUNT list, and several newly arrived posters have expressed interest in participating.

The current group of 30 is about 25% completed, and reports are arriving about one per week. Obviously doing one of these reports is a demanding task, more for some than others I suppose, but time consuming for all. So, before we(I) go nuts by adding more and more companies and more and more volunteers, I'd like to toss out a few comments for the thread to consider in the matter.

Uncle frank has never discouraged a thread poster from coming forth with a GG presentation of any company on the poster's mind. I certainly don't want to disrupt that marvelous precedent. Generally speaking, those companies have been what we might call at least "mid-cap" size, and for the most part, most had left fairly well describable primary/royalty tracks. HUNT, on the other hand, seems to be built around smaller companies whose bloodlines are not yet fully established, but which are leaving a few hints for those who know how to sniff, like us guys and gals.

The W&W list feeds the G&K list, and HUNT was/is designed to feed the W&W list. We've seen eight really superb reports, and there'll be more to come, some will be keepers, some discards. The question now is; Do we want to finish what we've got and then begin again, say six months from now, or turn HUNT into a rolling program with an open season on new nominations?

My personal preference you ask? Finish the job in hand, select the most promising of these 30, discard the rest, then begin anew. Other opinions/suggestions welcomed.

Chaz/Thucydidies
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