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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: BDR who wrote (22136)	4/3/2000 2:42:00 PM
From: StockHawk	Read Replies (1) of 54805

Re: Subject: Hedging Dale, I have been toying with this subject for quite some time and have not found any fool-proof answers. It seems most hedging strategies fail on one measure or another either because they are too expensive, too short term or cap future profits. Some have you betting against yourself, such as when you buy a put on a stock you hold. Since part of the motivation to hedge likely derives from apprehension concerning the high valuations in the tech market, One strategy that intrigues me is an attempt to stratify the tech market into two groups. One group (our long term stocks) will be gorillas and kings - companies we expect to outperform the market, both by rising strongly in good markets and falling less severely in down markets. The second group (put candidates) would be comprised of companies whose overvalued shares or risky business models may tend to put them at peril. As Mobius said the other day (and as many others have said) C to C Internets would seem to qualify. If anyone finds the kernel of wisdom here we can perhaps discuss this further, otherwise, that's the end of this thread bloat. StockHawk

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