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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (22776)	4/14/2000 11:41:00 PM
From: Riskmgmt	Read Replies (1) of 54805

Hi Mike: Good to see your logical posts in a crazy market.<gg> I read over the part of the manual on GAP/CAP. Some points I found may be worth repeating. (Not verbatim, so refer to page 119 of RFM. The authors state that the market will underestimate the returns that a gorilla can earn in a tornado market and underestimate the duration of the Competitive Advantage Period (CAP) The market will eventually correct matters but in fits and starts. In times like these I think it is wise to remind ourselves why we are in the GG. The Gorilla has the potential to generate superior earnings due to it's GAP. The Gorilla has (by contrast to others) very long CAPS. The Gorilla has lots of upside and also limited downside The Gorilla lets you make timing mistakes. Page 15 The authors also recommend consolidating your holdings in the Gorilla. Consolidate not diversify Andplan to hold long term Now, I realize that I am preaching to the choir here but I have noticed a tendency by many of us, including myself, to take the Gorilla (Intel,Cisco,Qcom etc) for granted and spend our time and money chasing other companies. I am guilty of spending more time trying to find the tornado's and next Gorilla than keeping up with the Gorillas that make up the bulk of my portfolio. Judging by the posts I read I suspect that I am not alone in this. This weekend I am going to review my whole portfolio with a view to selling everything other than Gorillas and putting the funds into the two best Gorillas for the price. I figure if the sell off continues the Gorillas will hold up better and they will also, be first to recover when we turn up. regards, Ray

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