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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (21664)3/29/2000 12:31:00 AM
From: kumar  Read Replies (3) of 54805
 
re tornado watch :

based on GM's recent note, and a bit of referral with TRFM, my minds been "whirring" for the last hour or so (an unusual activity for my 1/2 brain cell) : all of the hunts are company oriented, none of them are category oriented.

Being a recent SI member, I may have missed discussion on categories leading to chosen companies for analysis as a hunt prospect.

Could/Would someone care to spend a couple minutes, describing the "history of hunt" for a newbie like me ? I am sure there are very good reasons for the hunt to be company oriented, as it is now. I just cant figure out the "jump" from category to company.

cheers, kumar
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