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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Mercer-Hursh who wrote (45869)8/26/2001 1:06:53 AM
From: Uncle Frank  Read Replies (1) of 54805
 
>> but at this size I have to feel that it is a little early to be using the G word.

Who was it that said size doesn't count <gg>?

Seriously, I don't think it's productive to simply dismiss smaller companies off hand. There's nothing wrong with vetting some of the promising ones for possible inclusion in the Watch & Wait Portfolio. I think it would be better to enocurage silverstein and others to present their candidates in GG terms then to cut them off. Even if we never found a diamond among the shiny pebbles, we might find a few new hunters to swell our ranks. I realize that differs from my thinking in 1999, but many things have changed since the days of the Bull.

jmho,
uf

<edit> I see that this is one of those rare occasions when Merlin and I are in agreement. That's scarey :-).
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