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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: locke_1 who wrote (19073)3/1/2000 2:20:00 AM
From: John Stichnoth  Read Replies (1) of 54805
 
locke--Thanks for a thoughtful post. It made me get out the manual, and turn to the section on CAP. Page 96 of RFM shows a truncated time line of a gorilla's market cap. It is truncated because it does not show the early years. The question is whether present emergent gorillas and gorilla candidates have already been priced up too far. Have much of the superior long-term returns already been taken out of the stock? I am thinking in particular of JDSU right now.

(Alternatively, is JDSU in Stage A of the chart on Page 120, with Stages B and C to follow?)

Best,
JS
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