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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: hueyone who wrote (54757)10/14/2004 1:11:59 PM
From: Jurgis Bekepuris  Read Replies (1) of 54805
 
Gorilla Game was published in 1998 (I believe).

Since then:

6-7 years passed

A single new Gorilla has been found (QCOM) and was quite a good investment if held from 1998. Some people still think that QCOM is not a Gorilla.

Other old Gorillas were overpriced, lost their touch or both and have been mediocre to poor investments (possibly fine trades or value investments for short time periods).

Some new Gorillas have been suggested, but most proved to be mirages. One or two remain to under consideration (ARM?, Cree?).

"Gorilla Game" introduced some good concepts.

For investing though, it appears that Gorillas are too few and mostly too overvalued, so as to be relegated to small portion of a conservative portfolio.

Jurgis
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