Yeah, if they're saying they don't have the time discipline to put together a list of their suggested stocks - well I find that very hard to believe. The guys at the Chasm Group spend most of their time trying to find where the advantages will be in the future, and advising clients on how to position their companies to benefit from the coming trends. They have to have a pretty good idea of the companies they like IMO.
I think a previous poster had it right - If they put together a list of gorilla game candidates for a portfolio, they then open themselves to scrutiny from a performance perspective. The original portfolio they put together really stunk it up, with only the established gorillas MSFT and CSCO saving the portfolio's overall results from being utterly embarassing.
That said, I liked alot of the strategy in the "Gorilla Game" book, and it highlights the properties and timing to look for in a high tech investment.
I'm long ITWO, an investment recommended by the book, and I think one of the best potential gorilla candidates out there. Based on the book, I'm also Long ORCL, an aging gorilla. Am also looking very closely at PSFT, another company in the ERP space w/ ORCL.
Shane
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