Gorilla and King Portfolio candidates - Moderated Message Board

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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated

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To: tinkershaw who wrote (728)	2/20/2004 9:06:08 PM
From: que seria	Read Replies (1) of 2955

tinkershaw: I decided that about Siebel long ago; now I try to buy companies that have smaller share counts, especially in their float, and that don't constantly soak the shareholders with option dilution not reasonably related to performance. That criterion pairs up well with a liking for shiny pebbles. Although I have to wade through a lot of lies and junk to find potential tech gems among small caps, it's fun and just one or two can make it worthwhile. I prefer to buy companies with the promise or early appearance of a competitive advantage (so they're still low-priced, in the sense of smaller market caps). So I consider companies such as Bookham and smaller, but not Intel, so that size and leverage work for me if I'm right. I bet to win (as opposed to investing to not lose) by reading and speculating about fundamentals that may drive price to the upside in small caps, while heeding charts to protect my downside. That said, I've found the last few years very tough in tech because I haven't seen much value (i.e., attractively priced risk/reward). I like your posts among many on this thread, but I do miss unclewest's pebble-kicking!

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