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: Uncle Frank who started this subject6/7/2001 3:04:58 AM
From: Seeker of Truth  Read Replies (2) of 54805
 
I suggest we refine the notion of a gorilla. How about saying a gorilla has no decreases in earnings, over a significant period? For most stocks it would be a year compared with the previous year. There may be situations where a shorter period is justified because the drop is serious and points to declining earnings over a longer period because the problems exposed cannot be quickly overcome. There may also be situations where a longer time period, say 1.5 to 2 years is required to call it a down turn. I can't think of an example of the latter. If we use this definition of a gorilla then the only ones still standing that I can think of are SEBL,MSFT and QCOM. For the latter two, the general outlook has changed; slower growth is now evident in MSFT and the great wireless explosion looks to be quite slower than previously expected. SEBL alone looks like a full fledged fast growth gorilla(albeit overpriced by some people's criteria).
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext