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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: 100cfm who wrote (18821)2/26/2000 3:27:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Elon's price went from the 20s to the 60s in 2 months with no change in it's tornado status. Although it's value chain did improve greatly with the Cisco and Honeywell announcements. Maybe thats a clue we need to focus on more?

Exactly. In the strength of this robust market in which any sign of good news is reacted to overwhelmingly, I believe we need to focus on the news that will make the tornado a reasonable degree of certainty if not a slam dunk.

The Gorilla Game professes to leave a lot of money on the table in lieu of taking on undue risk. But we're not talking about taking on any more risk once we've recognized the obvious fundamentals. As Bruce showed us, Geoff Moore is recognizing the changed dynamics of the market place and is suggesting that waiting for the tornado to begin is not necessarily the best strategy anymore.

I think we need to be flexible in both kinds of markets. Once we get into a bear market -- yes, it will eventually happen even for tech stocks -- I think there is a good possibility that the above strategy will prove to be ill advised.

Back to this bull market, does this new strategy mean we should invest in Gemstar as an enabling technology even though the revenue growth is not yet the stuff of a tornado?

The only other stock I own that is in this grey area of questionable reason is Citrix. I don't think the tornado is a slam dunk yet. I'd like others' opinion.

I encourage others to discuss their stocks that might be in the grey area similarly.

--Mike Buckley
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