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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: hueyone who wrote (43494)	6/14/2001 6:50:57 PM
From: gdichaz	Read Replies (3) of 54805

Huey: Yes. Options have a distorting effect. And Earnings, however defined, are suspect. But if you think about the fundamentals of the companies themselves, there are actually some clear guide lines. Why worry about the past? What about the future? In brief, if you find a company which is strong within its area, then isn't that a company to look at carefully? And if it seems that company has a very real clamp on the technology which is essential, why not consider it? Isn't investing about winners? If so, is the rear view mirror where to look (at the dust trail) or out through the windshield (at the road ahead)? [Qualcomm is my example, of course] Best. Cha2

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