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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Pirah Naman who wrote (38158)1/19/2001 2:48:52 PM
From: JRH  Read Replies (2) of 54805
 
Pirah:

Of course the main focus of the W&W is to begin watching potential gorillas and gorillas that haven't made it to the GKI for one reason or another. The problem with restricting the portfolio to only gorillas is the fact that, at an early stage, it is difficult to say whether a company is becoming a gorilla or a king. Take NTAP, for example. Many of the threadsters feel that it is a fine example of a gorilla due to WAFL, OnTAP, etc. , but some still think that it is 'merely' a king of NAS. So I think that we should leave the W&W open to potential Kings if some feel that it might have Gorilla DNA at an early or a later stage.

To reiterate Frank's last post on the subject, the W&W is more of a feeder pool than it is a recommended investment list. So if a few shiny pebbles sneak in, their impact shouldn't be felt by 'real' G&K investors <gg>.

Thoughts?
Justin
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