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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (20446)3/17/2000 11:52:00 AM
From: John Stichnoth  Read Replies (2) of 54805
 
Re "discipline"

On the whole, I agree with you. I would say, however, that we are not being undisciplined if we recognize the unanswered questions. In the case of JDSU we've certainly been back and forth on its pongid characteristics (or lack thereof). I believe it is sufficient to say, "I don't have a definitive answer if it's a Gorilla. It has some characteristics. Its products are leaders. It may develop into a Gorilla. It is an emerging King, at least, so I can buy now and continue to 'hold lightly' while things develop. Worst case, I will get out if there is threat to Kingship. Best case, I will move it to the Gorilla side and stash it away for 10 years."

Re the Wacko market--Yep. It is. (But, I won't be selling my Kings or Gorillas based on price or the market. GG buys and sells should be on the basis of news, not price. Now, if I can maintain the discipline to keep to that rule!)

Best,
John
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