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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: techreports who wrote (35012)11/18/2000 5:08:27 PM
From: Uncle Frank  Read Replies (1) of 54805
 
>> Although i guess i'm breaking that rule by investing in GMST and RMBS, huh?

Not at all. The fact that thread is divided in opinion about the gorillaness of these two candidates in no way precludes them from being a valid selection for your own G&K universe. There is no absolute authority on this issue; some of us even question Geoff's pronouncements, and he wrote TFM. Heck, we haven't reached a consensus classification about Intel on this argumentative thread <lol>.

>> Over the past year i've developed my own theories and risk tolerances.

That's the perfect solution, and the filter for selecting your personal candidates.

>> i don't see that much of a difference between HGSI and the IPR version of QCOM.

You might want to look a little harder. Qcom has defended their patents successfully in court.

uf
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