SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: hueyone who wrote (38118)1/18/2001 3:00:34 PM
From: Uncle Frank  Read Replies (2) of 54805
 
>> UF has mentioned before that discussion on this thread should be limited to profitable companies with market caps greater than 1 billion...

Let me clarify that position, Huey. I have stated that I personally won't invest in an unprofitable company, though Merlin has taught me that what I should be referencing is cash flow rather than profits. And I have said many times that due to our low risk/reward orientation, micro-caps are of little interest. That being said, in the tradition of our discussion group, anything that is of interest is fair game for discussion.

>> Companies with market caps under 1 billion are highly speculative as candidates at best.

I agree, though I can imagine there may be niche Chimps that might be exceptions.

As far as inclusion in the W&W is concerned, it should be viewed as a feeder tank for the GKI, not an endorsement for an investment. We could reasonably include any stock that has the faintest trait of Gorillahood.

uf
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext