Good morning, Chaz2. Regarding your question,
Curious what companies included in the G&K Index are gorillas
Imho, the only Gorillas in the G&K Index are msft, intc, csco, and qcom. The rest are either Kings (amat, aol, t, etc.) or Princes striving to become Kings (dell, emc, yhoo, etc.). As a general rule, I have tried to limit the Index to companies with market caps >10B, and avoid story stocks, which I leave to JRH if they meet his criteria for the W&W Index. I'll let Justin explain his own selection process.
A great day so far for the G&K Index; up 1.5%. It gives me hope that the rotation out of the tech sector may be running out of gas.
Frank |
