Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (52581)	8/29/2002 5:02:37 PM
From: TigerPaw	Read Replies (2) of 54805

they don't think the other guys are good bargains. One must always remember that just because things are really bad it doesn't mean that it can't get worse. Real estate bubble correction, war, and continued layoffs seem to be the near term expectations. Gorillas are supposed to be able to survive lean times, and perhaps even take advantage of them. Kings should at least survive. It is the emerging gorilla game where hard times may change the tactics. In particular it becomes problematic to buy a basket of stocks in an emerging technology. In theory, the relative worth of the individual stocks should vary as each stock finds some success or slips toward oblivion. In this environment another outcome is very possible, a company with good technology can find itself in a position where it's core technology is sold off leaving a shell of a company. The asset selloff (a result of low price and high debts or costs) may well be to an unrelated entity which was not in the original basket of stocks. No longer can it be counted that the survivers of a basket bunch will converge toward a gorilla or king. The winner may well be a vulture capital holding company. TP

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