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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: hueyone who wrote (39234)2/14/2001 11:52:15 AM
From: Uncle Frank  Read Replies (3) of 54805
 
>> can we permanently dismiss the untenable notion that anytime is a good time to buy a gorilla?

Personally I don't have enough data to come to that conclusion, Huey. That belief, and indeed all of the Gorilla Game theory, is based on a long holding period, which would make your conclusion, following a nasdaq correction of less than one year, a rush to judgement. Taking a longer measuring stick, let's say a modest 3 year holding period, and looking at the 2001 GKI components, the theory would still appear to have some merit. 


		1/13/98*	1/13/01	     Return
BRCD		5.66		53.44		845%
CSCO		16.17		28.50		76%
EMC		16.75		55.31		230%
INTC		25.94		32.44		25%
ITWO		5.77		38.25		563%
JDSU		6.41		38.50		501%
MSFT		55.00		58.19		6%
NTAP		7.94		39.69		400%
ORCL		5.53		22.56		308%
QCOM		6.86		80.50		1074%
SEBL		6.34		55.94		782%
SUNW		7.52		25.13		234%

		* Brocade price on 5/25/99


Disclaimer: I a very stubborn permabull Gorilla Gamer.

uf
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