Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (1692)	5/5/1999 12:34:00 PM
From: mariner	Read Replies (5) of 54805

Gentlemen Well my copy of the "manual" finally arrived today. Will endeavour to digest over the next few weeks. Like you am considering moving some of my CSCO towards QCOM (I hold a significantly larger weighting in the former), however the punishing tax regime here makes such a move challenging (trust me, your cap gains tax situation is much more lenient). One question I have before starting my education. Is the Gorilla theory only applicable to the tech sector? If not, can it be applied across the board to other market areas? I'm thinking aloud here. Considering a position in a financial services firm, and am wondering if the gorilla theory could be applicable. Your thoughts? Thanx. Looking forward to the book.

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