Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: shamsaee who wrote (31583)	9/14/2000 11:10:09 AM
From: MarkR37	Read Replies (2) of 54805

Because the market for B2B is still in its infancy and they all lose money, they are not for most of the investor's on this board. The sector has big potential. It is just very difficult to pick winners and losers. A basket approach consisting of CMRC ARBA and FMKT would be one way to try and capture some gains in this area while lowering your risk of missing the winner. The market currently loves ARBA and affords it a much higher market cap than CMRC. They are the ones to beat even though the business model is not exactly the same.

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