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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: sditto who wrote (30571)8/27/2000 11:26:51 PM
From: Seeker of Truth  Read Replies (1) of 54805
 
Typically looking for ... net margins > 15%.
Only two gorillas don't meet this. CSCO, 14.1% and SEBL, consistently < 15% and in the most recent quarter about 12%. I presume that CSCO's profit margin will decline very gradually; considerable growth of profits remains. As for SEBL, maybe they are trying to make sure nobody else grabs their market so they are looking to expand sales even more than increasing profits. They don't have a cash demanding business. So your flexible word "typically" allows us to hold SEBL happily and tightly. A stock that violated two of your criteria probably wouldn't be acceptable in comparison to other gorillas.
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