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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (995)4/4/1999 11:38:00 AM
From: LindyBill  Read Replies (2) of 54805
 
Just don't care much for tight rules - too limiting to real world judgement..

Chaz, the reason we like this book is that it does define its terms. This gives us a criteria for sorting companies. If you don't like the criteria and don't want to use it, fine. But then you will not be able to communicate effectively with the people on this board who do use it.

Using this criteria made it very easier for me to figure out that I should dump Dell and keep Cisco when they both leveled out this year.

Using this criteria makes it a lot easier for me to make a large investment in QCOM.

Is the criteria a perfect solution for investing? Of course not! It is a tool, and ,like all tools, is only as good as the person using it.

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