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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: gdichaz who wrote (22858)4/16/2000 5:57:00 PM
From: porkbay  Read Replies (1) of 54805
 
re:what is GE
Although this market is still playing itself out and more hits may be in the works, to me GE represents diversity by at least a king in a mostly non-tech industry. Likewise, Medtronic in medical devices, Walmart in retail and so on. It is this diversity which should give some protection to a portfolio without necessarily slowing down its growth very much. All are essentially ltb&h stocks and that is the essence of the Gorilla Game. I find that the value of the book is in the discipline that it brings to investing in the tech stocks for ltb&h. Many of the lessons can be used to think about non-tech stocks as well, but that is a different book. One thing the book doesn't tell you is how to allocate your resources but most of us instinctively hedge our bets in one way or another with real estate or gold coins or antique furniture.
Think of GE as a hedge, and not a bad one.
(disclosure-I own GE)
porkboy
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