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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (48110)10/20/2001 4:51:33 AM
From: chaz  Read Replies (1) of 54805
 
Cha2--

Considering the purchase points, there are some here whose holding periods (to be profitable) may stretch 10 to 15 years. In those cases, GG may be vindicated, but I don't think that's what was on their minds at the time of purchase.

I look at companies like RMBS, NTAP, JDSU and I see real struggles going on in the hearts and minds of folks here and elsewhere who recognize potential greatness, see low prices, and realize that values right now seem not to be there...but fear missing the initial stages of their recovery, and also fear that there may not be one at all.

Maybe I'm just talking to myself, but I don't think so.

Chaz
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