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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (43871)6/25/2001 11:12:53 AM
From: Jurgis Bekepuris  Read Replies (1) of 54805
 
>he advised his clients to move some of their holdings from high-tech to bonds, "old economy" blue-chip stocks,
>utiliy stocks, and the like.

>Not missing a beat, I responded, "In other words, you advised your clients to move their investments from
>companies that had sustainable, competitive advanatages to those that don't, right?"

Of course, the GG dogma tells that KO, AXP, PG and GCI don't have "sustainable, competitive advantages"...

Jurgis - Sarcasm's'us
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