Lindy,
OTOTOT
My "Gorilla Game" is en route courtesy of Amazon.com. The basic philosophy of the book according to what I 've been hearing, has certainly re-enforced how my thinking has been evolving in the past year. Consider how the "gorillas" recovered from last years' October market break, while the laggards are still, well, languishing. Consequently, I have done exactly as you did, weeding out the "non-gorilla" stocks. We have a similar portfolio, unfortunately, not in DELL,(have CPQ) but LU, CSCO, INTC, now SAP are major components. I hope RMBS will someday qualify for "gorilla" status. I still take speculative positions in smaller, lesser known companies, but will only commit a small percentage of my investment pool to those stocks. bp |
