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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: timhart who wrote (19877)3/12/2000 10:47:00 PM
From: Eric Jacobson  Read Replies (2) of 54805
 
timhart, I volunteered to cover CHKP for Project Hunt. Sadly, I've been remiss in my duties and will be unlikely to get to it soon. This weekend I did taxes on Saturday and today the weather was good enough for a bike ride, some gardening, and a rousing game of basketball with my three boys. Plus, soccer season is starting - I'm coaching the 6-7 year olds - and March Madness officially started today and both my teams (UCLA and Penn) are on their way. Needless to say, I'm useless as far as this thread is concerned for the nearterm.

Please feel free to take a shot at it. From the little I know, my sense is it's likely to be a gorilla, and one that hasn't been discussed here much and isn't widely held.

BTW, I've enjoyed the stories and pictures from the get together in San Diego. Perhaps I'll be able to make one someday.
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