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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: shamsaee who wrote (21703)	3/29/2000 1:30:00 PM
From: Uncle Frank	Read Replies (1) of 54805

>> Mike based on your explanation,then the basket investment approach is the right way of investing in tornados rather than individual candidates within a sector.However many on the thread don't approve or follow that philosophy. Shamsaee, I'd encourage you, and all newcomers for that matter, to go back and read the first 1,000 posts on this board. We based this thread from day one on selecting emerged Gorillas and Kings for our portfolios based on the incredibly low risk/reward aspects of this approach. Since that means companies that have already crossed the Chasm and are in a measurable Tornado, we were able to eliminate the sector identification and market basket portions of Moore's approach. QCOM was in this state when Merlin presented the case for cdma, so it's safe to say that this variation on the GG theme has not precluded us from being reaping excellent returns. It concerns me that of late we have gravitated towards stock picking in the area of pre-Chasm stocks. No matter how attractive these Shiny Pebbles may seem, they are much riskier than post Chasm candidates. I believe that to be the message contained in Moore's latest statement. uf

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