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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (408)2/23/1999 6:36:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
>>I am beginning to think we will have to look for "Niche" Gorillas

Why, when we can meet all of our objectives by holding on to "sure things"? 125% a year is good enough for me <g>.

I tried the sector primate approach with Aspect Telecommunications (aspt). I think they could fairly be characterized as King of the call center sector. Bought in on a big dip at 16, watched them go to 19, and sold at 16 on the way down to 7 (http://quote.yahoo.com/q?s=aspt&d=b). It's dangerous playing with the small sector guys.

Frank
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