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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: substancep who wrote (20331)3/16/2000 1:38:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
>> We are new to the GG.

I'm hoping you are representing a group or multiple personalities; otherwise presenting your inquiry in the third person is pretty pretentious. It's impossible to offer you any meaningful advice without knowing more about you. If you fill in your profile it would make counseling you a possibility.

>> EVERY G&K company on this board's lists except MSFT and INTC have P/E ratios greater than or equal to 100.

From page 18 of the fm:

On the surface, value investors are almost the opposite of gorilla game investors, and typically the portfolios of the two groups will have no stocks in common. This is because gorilla-candidate stocks are virtually never undervalued in the sense that a value investor means. Microsoft is a good example. There has never been a time in its history when it met the profile of a value investor's target.

I think you need to decide if you want to be a value investor or a Gorilla gamer. If it's the latter, stop reading articles about investing techniques and start searching for great investments.

>> Imagine that you wanted to begin growing your nest egg through high-tech investments but had no previous holdings in these companies. How would you begin and how would you really feel about that new beginning?

FWIW, I positioned my son in a portfolio of Gorillas and Gorilla candidates with "very high P/Es" this quarter for his first Roth IRA investment. Since I have a vested interest in seeing him gain financial independence, that speaks volumes about my confidence in the GG approach.

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