Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bretsky who wrote (21585)	3/28/2000 1:40:00 PM
From: DownSouth	Read Replies (1) of 54805

Bretsky, I don't thing that Jubak really has a handle on The Gorilla Game, so I would not be taking his advice. (Remember, he likes to buy AND sell.) 30% is a lot, but CSCO continues to perform quarter after quarter. The fundamentals have not changed. It's the biggest because it dominates the fastest growing industry in the world. What about the law of large numbers? Well, it ain't a law, just like Moore's Law is not a law. These misnamed ideas are just observations of past history and do not necessarily hold true for the future. Have you considered "Stock Substitution Therapy", selling some of your CSCO longs, using some of the cash to buy 2002 LEAPS of the equivalent number of CSCO shares and using the remaining cash to buy other gorillas/kings? That way you still have all those CSCO shares appreciating with a long term window and some new toys to play with.

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