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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JRH who wrote (20530)3/18/2000 3:01:00 AM
From: kumar  Read Replies (3) of 54805
 
re RFM states on page 14, "You will hear grumblings about these threats long before they affect the gorilla's revenue or earnings, and you will have plenty of time to get out safely".

the very next sentence says :
"indeed, the greater danger probably comes from overreacting to potential threats that never come to pass, and thereby selling a gorilla stock that has years of good growth left."

IMHO, Buy&Hold, till substitution threat is proven to be a reality.

comments ? cheers, kumar
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