Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: hueyone who wrote (39260)	2/14/2001 2:53:43 PM
From: Uncle Frank	Read Replies (2) of 54805

>> The strategy I would like to follow is that of buying high quality companies at reasonable entry points and holding for the long term. Particularly in light of the last 11 months of grief, your strategy is without fault. The problem I continue to have is identifying "reasonable entry points". I have never felt an investment in qcom was unreasonable, even when it was at 175. And despite Merlin's keen interest and skill at valuation, I believe he has admitted to the same sentiment. The fact that I have been proven wrong hasn't improved my ability to spot a temporary top, so the most productive action I can take is to help the thread remain focused on identifying companies with sustainable competitive advantages. uf

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