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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Stock Farmer who wrote (54528)10/31/2003 9:02:11 PM
From: hueyone  Read Replies (1) of 54805
 
The expected returns from the Gorillas in which one invested back before they became obvious as gorillas... well, those are going to be good indeed. Retrospectively it has value. Prospectively... well, that's another story.

I was thinking about situations like which recently occurred with Armhy, where a few thread members, rather than the entire world, think the company is a Gorilla, and the market whacks the stock price down to a low price that attracts someone with a valuation bent like Jurgis. I am not personally endorsing Armhy as a gorilla or a non gorilla though. I just remembe Eric L and Jurgis mentioning them when they seemed pretty low priced.

Regards, Huey
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